Convert a lead into an opportunity
Convert a lead into an opportunity in Lead Management.
Before you begin
Role required: sales_agent
Procedure
In the CSM Configurable Workspace, select the List view.
In the Leads - All list, select the lead that you’re working with.
- For a business customer, select Convert lead > to an account and fill in the fields in the form.
| Field | Description |
|---|---|
| Account | Name of your customer account.- Create new: Select if you want to create a new account. - Choose existing: Select if the customer is your existing account. |
| Contact | Name and email of your customer contact.- Create new: Select if you want to create a new contact. - Choose existing: Select if the contact already exists. |
| Opportunity | Details to create an opportunity. To learn more, see Create an opportunity.- Create new: Select if you want to create a new opportunity. - Choose existing: Select if you already have an existing opportunity. Note: Select the check box if you don't want to create an opportunity for the lead. |
- For a consumer account, select **Convert lead** > **to a consumer** and fill in the fields in the form.
| Field | Description |
|---|---|
| Consumer | Name and email of your consumer.- Create new: Select if you want to create a new contact. - Choose existing: Select if the contact already exists. |
| Opportunity | Details to create an opportunity. To learn more, see Create an opportunity.- Create new: Select if you want to create a new opportunity. - Choose existing: Select if you already have an existing opportunity. Note: Select the check box if you don't want to create an opportunity for the lead. |
Select Convert Lead.
A dialog box appears for the successful conversion of your lead into an opportunity. You can select the new opportunity record that was created.
Parent Topic:Using Lead Management
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