Converter um lead em um cliente no Financial Services Cloud
Você pode converter um registro de lead em um registro de cliente.
Edições obrigatórias
Disponível em: Lightning Experience
Disponível em: Professional, Enterprise e Unlimited Editions
Na página de detalhes do lead, clique em Converter.
Clique em Nome da conta e selecione Nova conta.
Selecione o tipo de registro Indivíduo e clique em Avançar.
Insira os detalhes relevantes.
Salve a nova conta.
Se quiser criar um registro de oportunidade associado ao lead convertido, insira um nome de oportunidade.
Clique em Converter.
Feche a mensagem de confirmação ou clique em Ir para leads para criar mais registros de lead.
Este artigo resolveu seu problema?
Diga-nos para podermos melhorar!
Carregando
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
