Convert Lead in Salesforce — Arrify

What is the lead conversion process?

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.

How to Convert Lead in Salesforce

Salesforce provides an easy way to convert leads into opportunities, accounts, and contacts.

The steps below demonstrate how anyone can easily convert a lead.

Convert a Lead into Opportunities, Accounts, and Contacts

Total Time: 5 minutes

Create a Lead Record

Fill Out Details

Convert Lead

Choose Account, Contact, and Opportunity

Lead Converted

Originally published at https://arrify.com on November 10, 2022.