Converting a Lead to an Opportunity

When you convert a lead to an opportunity, an opportunity record is automatically created for the lead using data from the lead. For more information about converting leads to opportunities, see Siebel Marketing User Guide.

To convert a lead to an opportunity

1. Tap Side Menu and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the main pane.

   • A list in the side pane in which you can select the related items for leads.

2. Tap a lead in the Leads list.

   All details for the selected lead appear after the list in the main pane.

3. Tap Convert to convert the lead to an opportunity.

Note: You can convert only a lead that includes a contact. If the lead includes a prospect, then you must promote the prospect to a contact before you can convert the lead to an opportunity.

Field Mapping When Converting a Lead to an Opportunity (Offline Mode Only)

The following table shows the field mapping used when converting a Lead to an Opportunity in offline mode.

Lead BC Fields	Opportunity BC Fields
[Description]+[Id]+Timestamp	Name
Account Id	Account Id
Contact Id	Key Contact Id
Primary Position Id	Primary Position Id
Primary Organization Id	Primary Organization Id
Quality	Quality

The field mapping for Prospect to Contact creation is shown in the following table.

List Mgmt Prospective Contact BC Fields	Contact BC Fields
Last Name	Last Name
First Name	First Name
Home Phone #	Home Phone #
Work Phone #	Work Phone #
Cellular Phone #	Cellular Phone #
Fax Phone #	Fax Phone #
Email Address	Email Address
Id	Person UId