Converting Leads to Opportunities

Access the Lead - Manage {Lead Name} form. Select the Lead tab. Click the Detail link.

To convert a lead to an account:

1. Click the Convert Lead button.

   The system changes the lead status to converted, disables all of the fields and functions on the Lead - Manage {Lead Name} form, and all related tabs, and creates new customer, contact, and opportunity records.

2. Click the Close button to exit the form.

   On the Search for Leads form, you can verify that the lead was converted by reviewing the Status field and verifying that the system changed the value to CON (converted).