Difference between revisions of "Convert Lead Screen"
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| − | The "Convert Lead" screen allows you to convert a lead into an account and a contact. The screen will automatically specify the lead being converted. Click the [Convert Lead] button to create a new account, or specify an existing account by entering the internal ID of the account or using the [[lookup widget]] to search for the account. For example, if you have two contacts, John and Jane at the Acme Co., you can convert both leads to the same account by entering Acme Co. in the account field. | + | The "Convert Lead" screen allows you to convert a lead into an account and a contact. The screen will automatically specify the lead being converted. Click the [Convert Lead] button to create a new account, or specify an existing account by entering the internal ID of the account or using the [[lookup widget]] to search for the account. For example, if you have two contacts, John and Jane at the Acme Co., you can convert both leads to the same account by entering the internal ID of the Acme Co. in the account field. |
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| + | Clicking [Convert Lead] will take you to the [[View Contact Screen]]. | ||
Latest revision as of 16:57, 19 September 2007
The "Convert Lead" screen allows you to convert a lead into an account and a contact. The screen will automatically specify the lead being converted. Click the [Convert Lead] button to create a new account, or specify an existing account by entering the internal ID of the account or using the lookup widget to search for the account. For example, if you have two contacts, John and Jane at the Acme Co., you can convert both leads to the same account by entering the internal ID of the Acme Co. in the account field.
Clicking [Convert Lead] will take you to the View Contact Screen.
