How to Convert a Lead
3 Ways to Convert Convert and Create Account/Contact/ Opportunity Convert and Create Account/Contact
Merge the Lead into an Existing Account/Contact You can also disqualify a lead no longer needed First, go to the Leads tab in SF. Find the lead and click to open it Click convert in the top right corner
Before moving forward, confirm that there is no existing Account or Contact with the same name If one does exist, click Existing Account/Contact. Otherwise, choose Create a New Opportunity and/or Account Leads should only be converted to opportunities when there is a viable sales opportunity Leads should not be made disqualified then made again as a new account/contact Leads reporting is sent to RSM’s regularly for management SOP Folder
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