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Thursday 31 December 2015

How do I convert a lead?

How do I convert a lead?

Locate Lead

Locate Lead
To convert a lead into an account, contact, opportunity, etc., begin by locating the lead and loading the lead details.

Convert

Convert
From the lead details screen, click the Convert button.

Fill in Conversion Information

Fill in Conversion Information
Fill in the necessary information for the lead conversion.

Finish Conversion

Finish Conversion
After you finish filling in the lead conversion information click Convert.

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