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Lead Conversion
You are ready to convert a lead once the prospect has made some sort of interest in moving forward
In SFDC, under the leads tab, locate and click on the name of the lead you’d like to convert Click the drop-down arrow in the top right of the screen and then click convert When you convert, you will create an account, contact, and opportunity. ALWAYS verify that there is not already an account/contact created under the same name. Duplicate accounts will need to be merged by the data quality team by emailing at salesops@scentair.com. If an account/contact already exists, you will need to click the existing account/contact. If you don’t want to create a new opportunity, click the checkbox next to “do not create opportunity upon conversion”. Click Convert. You will see a confirmation screen with your account and contact. You can click your new account/contact to view their pages or you can click the X to close.
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