Forms Used to Convert Leads
Form Name |
FormID |
Navigation |
Usage |
|---|---|---|---|
Search for Leads |
W90CB010A |
Daily Sales Force Automation Processing (G90CA01), Lead |
Select an existing lead. |
Lead - Manage {Lead Name} |
W90CB010B |
Select a lead on the Search for Leads form, and click Select. |
Convert a lead or access the converted customer record. |
Search for Customers |
W90CA080D |
Daily Sales Force Automation Processing (G90CA01), Customer |
Review the converted customer record. |
Search for Contacts |
W90CA070C |
Daily Sales Force Automation Processing (G90CA01), Contact |
Review the converted contact record. |
Search for Opportunities |
W90CB020D |
Daily Sales Force Automation Processing (G90CA01), Opportunity |
Review the converted opportunity record. |