Locating the New Customer Record
Access the Search for Customers form.
Alternatively, you can click the Converted Customer link on the Lead - Manage {Customer Name} form to access the converted customer record after you convert the lead. The link appears next to the Company field.
- Name
Enter the name of the company that was associated with the converted lead in the Name field to locate the newly created customer record.
- Customer Number
Review and note the value in this field. The system automatically generates this customer number when a lead is converted. You can use this customer number when searching for opportunities, quotes, sales orders, or contact records that are associated with this customer.