1
Navigate to the lead.
2
Click "Convert"
3
Check to see if there is already an account in the system. If there is not, please put in the account name here.
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.
5
Type in the name of the account.
6
Choose the appropraite account.
7
Once you have added or chosen the account, put in the contact details. Click the drop down to change the name.
8
Add the first and last name and salutation.
9
The opportunity name should be listed as the product (i.e. "PMM")
10
Click "John Maxwell
Press Delete to Remove"
11
Click the "Record Owner*" field.
12
Type in your name.
13
Click on your name.
14
Click "Convert"
15
Click "Protect My Ministry - Protection - Gad - Test - 2023-07-04"
16
Click "Details"
17
Click "Edit Type"
18
Click "New Business"
19
Scroll down to opportunity type: Click "--None--"
20
Click "New"
