Save for Later
This guide was created with Scribe in
3 minutes.
Sign in and create your own!
Lead - Converting to Opportunity Process
If your contact is a Lead designated in Salesforce. Follow this process to convert this lead to an opportunity.
Benjamin Johnson
|
0 step
|
3 minutes
Salesforce
1
Navigate to the lead.
2
Click "Convert"
Zoom Saved
3
Check to see if there is already an account in the system. If there is not, please put in the account name here.
Zoom Saved
4
If there is an account already for the lead, that shows up, please click the Choose Existing radio button and search for the account in the system.
Zoom Saved
5
Type in the name of the account.
Zoom Saved
6
Choose the appropraite account.
Zoom Saved
7
Once you have added or chosen the account, put in the contact details. Click the drop down to change the name.
Zoom Saved
8
Add the first and last name and salutation.
Zoom Saved
9
The opportunity name should be listed as the product (i.e. "PMM")
Zoom Saved
10
Click "John Maxwell Press Delete to Remove"
Zoom Saved
11
Click the "Record Owner*" field.
Zoom Saved
12
Type in your name.
13
Click on your name.
Zoom Saved
14
Click "Convert"
Zoom Saved
15
Click "Protect My Ministry - Protection - Gad - Test - 2023-07-04"
Zoom Saved
16
Click "Details"
Zoom Saved
17
Click "Edit Type"
Zoom Saved
18
Click "New Business"
Zoom Saved
19
Scroll down to opportunity type: Click "--None--"
Zoom Saved
20
Click "New"
Zoom Saved
Want to make guides like this in seconds? Yes, it's really that fast.
Show Me More
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe