Convert Lead in Salesforce

Table of Contents

What is the lead conversion process?

Prospective customers who are interested in your company's products or services are known as leads. Leads can come from a variety of sources, such as web forms and websites. This lead information is stored in Salesforce's Leads object.

When customers express interest in purchasing services or products, you can qualify a lead by converting the lead record into an opportunity, Accounts, and Contacts.

If a lead is B2B, it will convert into an opportunity, accounts, and contacts. If a lead is B2C, it will convert into an opportunity and account.

How to Convert Lead in Salesforce

Salesforce provides an easy way to convert leads into opportunities, accounts, and contacts.

The steps below demonstrate how anyone can easily convert a lead.

Convert a Lead into Opportunities, Accounts, and Contacts

Total Time: 5 minutes

Create a Lead Record

If you don't have any lead record then first create a Lead record
Go to the Leads tab
Click on New

Fill Out Details

Complete all required lead information and click Save.
Click on Save

Convert Lead

Convert lead by clicking on Convert on the highlight panel.
In Salesforce lightning it can be found in top right.

Choose Account, Contact, and Opportunity

Here you can create a new account, contact, and opportunity or you can search for existing
Select converted status.

Lead Converted

Congratulations on successfully converting a lead!
This has created a new account, contact, and opportunity in salesforce.

Kritik Garg

Freelance Salesforce Developer & Consultant

Kritik Garg is a highly skilled Salesforce developer and consultant with a proven track record of successfully completing projects of various sizes and complexities, from short-term assignments to long-term partnerships. He is the founder and CEO of Arrify, and is available to work on projects in the United States, United Kingdom, and Australia.
If you are looking for Salesforce Assistant, contact Kritik now.
Kritik has extensive experience working with various industries, including banking, healthcare, education, telecommunications, and manufacturing. He is an expert in Salesforce Sales, Service, and Marketing cloud, and is skilled in programming and developing various Salesforce features, such as APEX Programming, Lightning framework, VisualForce pages, Triggers, Workflows, Page Layouts, Roles, Profiles, Reports & Dashboards.

Looking for specialized Salesforce administrators and developers?

YES

We provide Services in Columbus

★★★★★ (100 reviews)

Excellent communication in front to clear everything and delivered product was perfect.

- Jane Smith, Product Owner