Convert Lead and Assign it in Salesforce
This guide provides step-by-step instructions on how to convert a lead and assign it in Salesforce. It ensures that the correct information is selected and validated before the lead is converted. Viewing the opportunity information is also covered.
Benjamin Johnson
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5 steps
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2 minutes
Salesforce
1
Navigate to your lead.
2
Click "Convert"
3
Make sure that you select the correct information and validate the information is correct.
4
Click "Convert"
5
Click on the opportunity to view that information.
