This article shows you how to convert a Lead in Salesforce.

Convert Lead Button

When a Lead is qualified and you want to convert it into an Organisation, Contact and Opportunity (optional), navigate to the Lead Record and click on the Convert Button.

Convert Lead Details

After clicking the Convert Button, complete the Convert Lead form and click Convert.

  • Converted Status - this will default to Qualified, but you can add other converted statuses if needed.
  • Record Owner - set the owner of the converted records.
  • Organisation Name - choose an existing Organisation or create a new one.
  • Opportunity Name (optional) - add the name of the new Opportunity.

After converting the Lead you can click into any of the records you've created by clicking on the name of the record or return to Leads.