Quick summary
Converting a lead to a contact in Salesforce moves a prospect into your active pipeline by creating a linked contact, account, and opportunity record. This step-by-step walkthrough shows exactly how to trigger the Convert action and complete the process inside Salesforce Lightning.
Steps
- Click on the Apps drawer icon and search for Leads to navigate to the Leads module.
- Select a lead from the Leads list to open the lead record.
- Click the Convert button in the left column of the lead record.
- Click the arrow before Contact to expand the extended contact section.
- Enter the required information in the Contact fields.
- Hit the final Convert button to complete the lead conversion.
- Confirm the success message: "Your lead has been converted".
