Quick summary
Converting a lead to a contact in Salesforce moves a prospect into your active pipeline by creating a linked Contact record through the built-in Convert workflow. This step-by-step process takes under a minute and ensures no lead data is lost during the transition.
Steps
- Type 'Leads' or 'My Leads' in the search bar at the top of your dashboard, or navigate to your Leads tab if available.
- Select your keyword from the search results to filter your leads list.
- Choose a lead from the list to open their full record.
- On the top right of the lead record page, click the 'Convert' button.
- In the Contact option, choose 'Create New Contact' to generate a new contact record from the lead.
- Modify any additional details as needed to complete the process, then click 'Convert' to finalize.
- Your lead has been successfully converted to a contact in Salesforce.
