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Track Leads and Opportunities in Financial Services Cloud

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Track Leads and Opportunities in Financial Services Cloud

Quickly create wallet share opportunities, track prospects, and convert leads.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Create a Wallet Share Opportunity in Financial Services Cloud
To track a wallet share opportunity, create an opportunity record for a financial account.
Create a Lead in Financial Services Cloud
Create a lead record to track a prospect.
Convert a Lead to a Client in Financial Services Cloud
You can convert a lead record to a client record.

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Salesforce Help | Article

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