U kunt een leadrecord naar een klantenrecord converteren.
Vereiste editions
Beschikbaar in: Lightning Experience
Beschikbaar in: Professional, Enterprise en Unlimited Edition
Klik op de leaddetailpagina op Converteren.
Klik in Accountnaam en selecteer vervolgens Nieuwe account.
Selecteer het recordtype Individu en klik op Volgende.
Geef relevante details op.
Sla de nieuwe record op.
Als u een opportunityrecord wilt maken die aan de geconverteerde lead is gekoppeld, geeft u een opportunitynaam op.
Klik op Converteren.
Sluit het bevestigingsbericht of klik op Ga naar leads om meer leadrecords te maken.
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