---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Convert a lead into an opportunity

# Convert a lead into an opportunity {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Convert a lead into an opportunity in Lead Management.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to LeadsAll and select the lead that you're working with.
   * For a business customer, select Convert leadto an account and fill in the fields in the form.{#lead-management-use-convert-lead__table_ysf_l2l_dcc__entry__2}

     | Field | Description |
     |-|-|
     | Account | Name of your customer account. * Create new: Select if you want to create an account. * Choose existing: Select if the customer is your existing account. {#lead-management-use-convert-lead__ul_bqh_v2l_dcc} |
     | Contact | Name and email of your customer contact. * Create new: Select if you want to create a contact. * Choose existing: Select if the contact already exists. {#lead-management-use-convert-lead__ul_upv_w2l_dcc} |
     | Opportunity | Details to create an opportunity. To learn more, see [Create an opportunity](https://servicenow-prod.fluidtopics.net/Dl7Gzb~E9YKYq9Ds0EFDIw "Create a new product opportunity in the Opportunity Management application by entering the details, such as account, sales stage, sales cycle type, and deal size."). * Create new: Select if you want to create an opportunity. * Choose existing: Select if you already have an existing opportunity. {#lead-management-use-convert-lead__ul_v4y_y2l_dcc} Note: Select the check box if you don't want to create an opportunity for the lead. |
     [Table 1. Convert lead form]

     {#lead-management-use-convert-lead__table_ysf_l2l_dcc}
   * For a consumer account, select Convert leadto a consumer and fill in the fields in the form.{#lead-management-use-convert-lead__table_v3z_wll_dcc__entry__2}

     | Field | Description |
     |-|-|
     | Consumer | Name and email of your consumer. * Create new: Select if you want to create a contact. * Choose existing: Select if the contact already exists. {#lead-management-use-convert-lead__ul_zlr_gml_dcc} |
     | Opportunity | Details to create an opportunity. To learn more, see [Create an opportunity](https://servicenow-prod.fluidtopics.net/Dl7Gzb~E9YKYq9Ds0EFDIw "Create a new product opportunity in the Opportunity Management application by entering the details, such as account, sales stage, sales cycle type, and deal size."). * Create new: Select if you want to create an opportunity. * Choose existing: Select if you already have an existing opportunity. {#lead-management-use-convert-lead__ul_rwt_3ml_dcc} Note: Select the check box if you don't want to create an opportunity for the lead. |
     [Table 2. Convert lead form]

     {#lead-management-use-convert-lead__table_v3z_wll_dcc}
   {#lead-management-use-convert-lead__choices_hg1_ckl_dcc}
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.

*[\>]: and then