Step-by-step guide4 steps

Salesforce — Convert a Lead to an Opportunity

System → Salesforce Sales Cloud   Audience → Sales users   Process → Lead conversion

How a sales user converts a qualified lead into an account, contact and opportunity in Salesforce Lightning.

Before you start

Steps

1

App Launcher › Sales › Leads

Open the Leads tab

From the App Launcher open Sales, then click Leads.

2

Open the lead and click Convert

Open the qualified lead and click Convert at the top right.

3

Check the account, contact and opportunity

Choose an existing account if one exists, otherwise create a new one, and name the opportunity.

FieldValueNote
Account NameAcme Tradinguse the existing account if offered
Opportunity NameAcme Trading — ERP licences
4

Click Convert and open the opportunity

Salesforce shows the new account, contact and opportunity. Open the opportunity to continue the sale.