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Converting Leads
After you qualify your leads, convert them to contacts, accounts, and opportunities.
- Convert Qualified Leads
Keep the sales process moving when you qualify a lead and then convert it to a contact. Relate that contact to either an existing account in Salesforce, or an account that you create. And if the lead you’re converting results in a deal that looks promising, create an opportunity record at the same time. - Troubleshoot Lead Conversion
If a lead doesn’t convert, try these tips to correct the issue.
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