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Siebel Marketing User Guide > Creating and Using Leads > Process of Creating, Modifying, and Qualifying Leads > Converting LeadsOnce 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.
When the lead is converted, the Date Converted timestamp is updated. The following lead attributes are copied to the new record:
Converting a lead can have one of the following results:
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. |
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