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Converting Leads
How to Convert Leads In Salesforce?
This Question is asked in my Interview.Can anyone please tell me how to convert Leads?
This Question is asked in my Interview.Can anyone please tell me how to convert Leads?
Hi Prashanth,
You can convert the qualified lead to Accounts, Contacts and Opportunities.
Please check the links below to understand the conversion and considerations for converting a lead.
https://help.salesforce.com/apex/HTViewHelpDoc?id=leads_convert.htm
https://help.salesforce.com/apex/HTViewHelpDoc?id=leads_notes.htm
Also check the below links as well.
https://www.youtube.com/watch?v=jxnwKlKM438
https://www.youtube.com/watch?v=tOvQFAGhEe8
https://help.salesforce.com/apex/HTViewHelpDoc?id=faq_leads_what_happens_when.htm
Hope this helps you!
Best Regards,
Deepthi
All Answers
Hi Prashanth,
You can convert the qualified lead to Accounts, Contacts and Opportunities.
Please check the links below to understand the conversion and considerations for converting a lead.
https://help.salesforce.com/apex/HTViewHelpDoc?id=leads_convert.htm
https://help.salesforce.com/apex/HTViewHelpDoc?id=leads_notes.htm
Also check the below links as well.
https://www.youtube.com/watch?v=jxnwKlKM438
https://www.youtube.com/watch?v=tOvQFAGhEe8
https://help.salesforce.com/apex/HTViewHelpDoc?id=faq_leads_what_happens_when.htm
Hope this helps you!
Best Regards,
Deepthi