From the course: Salesforce Essential Training
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How to convert a lead to a customer - Salesforce Tutorial
From the course: Salesforce Essential Training
How to convert a lead to a customer
- [Tutor] Once you've determined that a lead is qualified to become a buying customer, you convert the lead. This is often a manual process in Salesforce. The conversion takes the data from the Lead Record and will parse it out into three new customer records, a Business Account, a Contact Record, and an Opportunity Record. All of your logged emails and phone calls and your notes are also included, so you retain all of your activity history. You can convert from the Path tool or from the Action button here on this menu. When you click Convert, you're taken to a screen with three sections. The top section, Accounts is asking whether you want to create a new business account record, or add your activities and the contact to an existing account record? Salesforce will list a matching account if there is one, and you can edit the account name if needed. And notice, these sections are all collapsible and expandable. The second section determines what's done with the contact record. You'll…
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