Du kan konvertere en salgsemnepost til en klientpost.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Klikk på Convert (Konverter) på detaljsiden for salgsemnet.
Klikk i Account Name (Kontonavn) og velg New Account (Ny konto).
Velg posttypen Individual (Enkeltperson) og klikk på Next (Neste).
Legg inn relevante detaljer.
Lagre den nye kontoen.
Hvis du vil opprette en salgsmulighetspost knyttet til det konverterte salgsemnet, oppgir du et salgsmulighetsnavn.
Klikk på Convert (Konverter).
Lukk bekreftelsesmeldingen eller klikk på Go to Leads (Gå til salgsemner) for å opprette flere salgsemneposter.
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