Tillgängliga i: Professional, Enterprise och Unlimited Edition
På detaljsidan för leadet, klicka på Convert.
Klicka i Account Name och välj New Account.
Välj posttypen Individual och välj sedan Next.
Ange relevanta detaljer.
Spara det nya kontot.
Om du vill skapa en säljprojektpost som är associerad med det konverterade leadet, ange ett säljprojektnamn.
Klicka på Konvertera.
Stäng bekräftelsemeddelandet eller välj Go to Leads för att skapa fler leadposter.
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