Add and convert a lead in Salesforce
CM

Colby Morgan

Created Nov 18, 2022

Add and convert a lead in Salesforce

732
    t

Force

5 Steps
1

Go to Home | Salesforce

2

Click on Leads Menu

Click on Leads Menu
3

Click on New Lead

Click on New Lead
4

Click on Lead Status and choose Working

Click on Lead Status and choose Working
5

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

Enter the contact's information (First Name, Last Name)
    t

Force

5 Steps
6

Add Company information

Add Company information
7

Add email

Add email
8

Click on Save

Click on Save
9

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

In lead contact page, convert status to working, and then select Mark as Current Status
10

Once time to convert lead, click convert

Once time to convert lead, click convert
    t

Force

3 Steps
11

Click on Select Converted Status

Click on Select Converted Status
12

Add record owner

Add record owner
13

Click on Convert

Click on Convert
Well done!
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