Save for Later
Conversion Process
Salesforce
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
Feedback
This Page is in tip-top shape!
Leave feedback if there are any issues with this Page