Add and convert a lead in Salesforce

Force

1. 1. Go to Home | Salesforce

2. 2. Click on Leads Menu

   

3. 3. Click on New Lead

   

4. 4. Click on Lead Status and choose Working

   

5. 5. Enter the contact's information (First Name, Last Name)

   

Force

1. 6. Add Company information

   

2. 7. Add email

   

3. 8. Click on Save

   

4. 9. In lead contact page, convert status to working, and then select Mark as Current Status

   

5. 10. Once time to convert lead, click convert

   

Force

1. 11. Click on Select Converted Status

   

2. 12. Add record owner

   

3. 13. Click on Convert