Convert a Lead Into an Opportunity

You can convert a qualified lead into an opportunity. During the process, you get a chance to change the name of the opportunity, assign a different owner, and change the account and primary contact.

1. Open the lead.

2. Enter convert in the Action Bar and press Return.

3. In the Convert Lead window, you can change the opportunity name, enter an account and contact, and reassign opportunity ownership.

4. Click Submit.

   The application displays the new opportunity in the current tab replacing the leads work area. The conversion process copies key information from the lead into the opportunity and links the converted lead to the new opportunity. Copied information includes notes, interactions, and conversation messages from the lead activity stream.