What happens if I convert a lead to an opportunity?

You convert a lead to an opportunity when the lead is qualified and is ready for further processing along the sales cycle. Once the conversion is successfully completed, you can review the newly created opportunity using the opportunities UI.

During your review, you might want to retain only a select few lead product lines to pursue as revenue on the opportunity. Since the conversion process automatically creates product lines (representing revenue) from all lead lines, you can remove unwanted product lines from the opportunities UI.

You can view opportunities associated with leads in the leads UI. When you convert a lead to an opportunity, the following rules may apply depending on the setup criteria for your company:

• The person converting the lead becomes the primary sales team member for the opportunity.

• The customer reference on the original lead is maintained for the opportunity.

• The associated lead team members are copied with the same primary team member.

• The newly created opportunity is assigned to the appropriate sales territories.