È possibile convertire un record lead in un record cliente.
Versioni (Edition) richieste
Disponibile in: Lightning Experience
Disponibile in: Professional Edition, Enterprise Edition e Unlimited Edition
Nella pagina dei dettagli del lead, fare clic su Converti.
Fare clic in Nome account e selezionare Nuovo account.
Selezionare il tipo di record Persona e fare clic su Avanti.
Immettere i dettagli pertinenti.
Salvare il nuovo account.
Se si desidera creare un record opportunità associato al lead convertito, immettere un nome per l'opportunità.
Fare clic su Converti.
Chiudere il messaggio di conferma o fare clic su Vai a Lead per creare ulteriori record lead.
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