Accept a Lead

Many of the opportunity fields for leads are populated. For instance, when you receive a lead, it already has an organization or contact association and a description of the product or service the organization or contact is interested in purchasing.

1. From an open opportunity, click Status.
2. Select Active to convert the lead into an active opportunity.
3. Click Save.

Results:

To represent the movement of leads to opportunities and vice versa, all actions are recorded to the audit log and display on the Audit Log tab.