Convert a lead into an opportunity

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Convert a lead into an opportunity in Lead Management.

    Vorbereitungen

    Role required: sales_agent

    Prozedur

    1. In the CSM Configurable Workspace, select the List view.
    2. In the Leads - All list, select the lead that you’re working with.
      • For a business customer, select Convert lead > to an account and fill in the fields in the form.
        Tabelle : 1. Convert lead form
        Field Description
        Account Name of your customer account.
        • Create new: Select if you want to create a new account.
        • Choose existing: Select if the customer is your existing account.
        Contact Name and email of your customer contact.
        • Create new: Select if you want to create a new contact.
        • Choose existing: Select if the contact already exists.
        Opportunity Details to create an opportunity. To learn more, see Create an opportunity.
        • Create new: Select if you want to create a new opportunity.
        • Choose existing: Select if you already have an existing opportunity.
        Hinweis:
        Select the check box if you don't want to create an opportunity for the lead.
      • For a consumer account, select Convert lead > to a consumer and fill in the fields in the form.
        Tabelle : 2. Convert lead form
        Field Description
        Consumer Name and email of your consumer.
        • Create new: Select if you want to create a new contact.
        • Choose existing: Select if the contact already exists.
        Opportunity Details to create an opportunity. To learn more, see Create an opportunity.
        • Create new: Select if you want to create a new opportunity.
        • Choose existing: Select if you already have an existing opportunity.
        Hinweis:
        Select the check box if you don't want to create an opportunity for the lead.
    3. Select Convert Lead.
      A dialog box appears for the successful conversion of your lead into an opportunity. You can select the new opportunity record that was created.