Convert a Lead to a Client in Financial Services Cloud
You can convert a lead record to a client record.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
On the lead detail page, click Convert.
Click in Account Name, and select New Account.
Select the Individual record type, and click Next.
Enter relevant details.
Save the new account.
If you want to create an opportunity record associated with the converted lead, enter an
opportunity name.
Click Convert.
Close the confirmation message, or click Go to Leads to create more
lead records.
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