Converting Leads

Once lead information has been qualified, a lead can be converted to a contact and account. The Convert Lead dialog box displays any contacts or accounts with matching information. Leads with matching information can be merged with an existing contact, added to an existing account, or the lead can be added as a new contact and account. You can change the filter criteria used to find matching records.

To convert a qualified lead

1. Open the Lead Detail view for the lead you want to convert, and then click Convert Qualified Lead.

The Convert Lead view opens with lead information displayed at the top of the view and any matching contact and account information displayed below.

2. Under Match Filters, select the filter check boxes that you want to apply.

3. Select one of the following Options:

   • Match all selected filters - A record is a duplicate, only if it matches all of the selected filters.
   • Match any of the selected filters - A record is a duplicate, if it matches any of the selected filters.
4. To perform an Advanced Search click Advanced Options.
5. Click Update Potential Matches.
6. Click the Conflicts drop-down arrow to determine how to resolve any conflicting information.
• Select Account wins if you want existing contact information to win.
• Select Lead wins if you want conflicting information to be replaced by lead information.
7. If you want to create an opportunity, select the Create Opportunity after Lead conversion or merge check box.

All of the leads activities, history and notes will associated with the new opportunity.

8. Do one of the following:

• Merge the lead with a matching contact
  1. In the Matched Contact/Lead Records grid, click Merge next to the record you want to merge with.
  2. Complete the steps for merging records.
• Add a contact to a matching account
  • In the Matched Account Records grid, click Add Contact next to the account you want to add a contact to.

  The lead is added as a contact to the selected account and the Contact Detail view opens.
• Continue converting the lead to a new contact/account
  • Click Convert.

Related Topics

What are Leads?

Qualifying Leads