Conversion Process

Congratulations! You booked a meeting. Here are the three ways that you may need to follow to convert your lead to a opportunity:

If the Salesforce object is a LEAD:

Lead - Converting to Opportunity Process

Salesforce

30 Steps

Benjamin Johnson

If the Salesforce object is a CONTACT:

Contact - Converting to Opportunity Process

Salesforce

32 Steps

Benjamin Johnson

If the Salesforce object is a MQL:

MQL - How to Convert MQL Record to Opportunity

Salesforce

15 Steps

Benjamin Johnson