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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.
The steps below demonstrate how anyone can easily convert a lead.
Convert a Lead into Opportunities, Accounts, and Contacts
Total Time: 5 minutes
If you don't have any lead record then first create a Lead record
Go to the Leads tab
Click on New
Complete all required lead information and click Save.
Click on Save
Convert lead by clicking on Convert on the highlight panel.
In Salesforce lightning it can be found in top right.
Here you can create a new account, contact, and opportunity or you can search for existing
Select converted status.
Congratulations on successfully converting a lead!
This has created a new account, contact, and opportunity in salesforce.
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