Conversion Process

    • SalesforceSalesforce

    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

    If the Salesforce object is a CONTACT:

    Contact - Converting to Opportunity Process

    If the Salesforce object is a MQL:

    MQL - How to Convert MQL Record to Opportunity