Converting Leads

After you qualify your leads (Lead Status of Qualified), convert them to accounts. Keep the sales process moving when you qualify a lead and then convert it to an account. If the lead you’re converting results in a deal that looks promising, create an opportunity record at the same time.

To convert a lead to an account:

      1. Click the Convert button on the View Lead page.
      2. Click Yes when the system asks for a confirmation.
      3. The Lead is converted to an Account and the View Account page is displayed.

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