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Converting a Lead to an Opportunity

Once a lead has been qualified and identified as a genuine sales opportunity, you can convert the lead into an opportunity.

The prerequisite for converting a lead to an opportunity is that the lead is "matched" to an existing company or person. This ensures that when the opportunity is created, it is assigned to a true company and person (rather than existing as a disassociated entity, as a lead normally does).

If you have not yet associated the lead with a company and person, you need to do so now. The company and person may already exist in the database, in which case all you need to do is match the lead to the existing records. If the data is not yet in the system, you will need to add a new company and person—or add a new person if the company already exists, but the person is new.

To convert a lead to an opportunity:

  1. Find and open the lead you want to convert to an opportunity.
  2. From the Lead Summary page, select the Convert To Opportunity button.
  3. If you have not yet matched the lead to a company or person, a warning dialog box is displayed.
  1. To match the lead to a company, select the Add Or Find This Company button on the Lead Summary page.
  2. Select the Save button.
  3. Click the Select Company button. The Lead Summary page is displayed, showing that the lead has been matched to the new company and person that you have added to the system.
  4. Select the Convert To Opportunity button. For more information on the Opportunity fields, please refer to Creating a New Opportunity.
  5. Complete any further known details on the Record New Opportunity page.
  6. Select the Save button. The Opportunity Summary page for the new opportunity is displayed.

An opportunity that has been created via conversion from a lead has the following features:

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See Also:

Searching for an Existing Lead

Viewing Leads Assigned to You