Convert Lead to Opportunity

After verification and lead qualification lead can be converted to account, contact and opportunity.

Follow the below step to lead conversion:

• Navigate to -> Menu Category.
• Select Sales menu category.
• Navigate to Sales -> Lead.
• Displays list page of Lead, open “Qualified” lead record which to be converted.
• For qualified lead Convert, Create Account and Create Contact buttons will get visible.

Convert – On click of convert button, for that lead, account, contact and opportunity records will get created and linked to lead. If account and contact are already linked to lead, then on convert button, only opportunity record will get created.

On click of Convert button, display below page:

 

Create Account – On click of create account button, only account record will get created.

On click of "Create Account" button display below page:

 

Create Contact – On click of create contact button, only contact record will get created.

On click of "Create Contact" button display below page:

 

• Once lead converted to account, contact and opportunity, then status of lead will get marked as “Converted” and lead will get closed.