Converting a Lead Instructions .pdf

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Why Convert a Lead? 
 
1. To Create a Contact. 
  
2. To Create an Opportunity.  
 
Leads aren’t associated with anything in Salesforce. They are independent of other records. It 
provides better visibility within salesforce to convert the Lead to a Contact and/or an 
Opportunity. A Contact or Opportunity is mapped to an Account which helps better connect 
information. 
 
All information captured in the Lead record is transferred to the Contact record EXCEPT the 
Chatter feed. So, if there’s enough important activity to post something to Chatter about the 
Lead then it’s better to convert early in the screening process so that the Chatter dialogue is not 
lost. 
 
Converting a lead is  SIMPLE !! Here are the steps: 
 
 

 
 


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