Locating the New Contact Record

Access the Search for Contacts form.

Contact Name

Enter the name of the lead contact in this field to verify that the system created the appropriate contact record during lead conversion. The contact record is created using the First Name and Last Name fields from the lead.

For example, if the value in the First Name field of the lead record was John and the value in the Last Name field of the lead record was Franks, enter John Franks in the Contact Name field, and then click Find to verify that a contact record was created when the lead was converted.

Address Number

Enter the customer number that was created when the lead was converted to an account. The system automatically creates a contact record for the converted lead and enters the newly created customer number in this field.

Address Name

Enter the name of the company that was associated with the converted lead in the Address Name field to locate the newly created contact record.