Salesforce - Convert Lead to contact



Guide

  1. Click on the Apps drawer icon and search for Leads.

  2. Select a lead from the Leads list.

  3. Click on the Convert button in the left column.

  4. Click on the arrow before Contact to reveal the extended contact section.

  5. Enter the contact information in the Contact fields.

  6. Finally, hit the Convert button

  7. You will get a message saying, "Your lead has been converted"

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