Siebel Marketing User Guide > Creating and Using Leads > Process of Creating, Modifying, and Qualifying Leads >

Converting Leads

Once a lead has been accepted by changing the value of the Lead Status field to Accepted in the Lead details form, it can be converted. Converting a lead results in the creation of a new opportunity, a new contact, or a new account. The following procedure describes how to convert a lead.

This task is a step in Process of Creating, Modifying, and Qualifying Leads.

To convert a lead

1. Navigate to the Leads screen, then the All Leads view, and select a lead.
2. In the Lead Details form, click the Convert button.

   If the lead is associated with a prospect, then you must promote the prospect to a contact before the lead can be converted.

When the lead is converted, the Date Converted timestamp is updated. The following lead attributes are copied to the new record:

• Contact name and other contact header record information
• Address
• Associated products
• Associated public notes
• Associated team members

Converting a lead can have one of the following results:

• If the conversion creates a new opportunity, then the associated team members are copied with the same primary team member. If the conversion links to an existing opportunity, then the team members are added to the opportunity, but the primary team member for the opportunity does not change.
• If the conversion process creates a new contact, then the address becomes the contact personal (primary) address. If the convert process links to an existing contact, then the address becomes another personal address but not the primary address.
• If the convert process creates a new account, then the address becomes the account's primary address. If the conversion process links to an existing account, then the address becomes a secondary account address (but not the primary).

Contact Additional Attributes (categories) are one-to-many child records for fields that do not exist in the contact or account schema. For example, the incoming data might have a Favorite Hobby field for the contact, but no field is available. You can populate an Additional Attribute to create a child record under the contact. Similar functionality exists for accounts.

NOTE:  You can convert groups of responders to leads in the Program Flow designer. For additional information, see Applying Lead Creation to a Program.