How to Convert a Lead to a Contact in Salesforce

Quick summary

Converting a lead to a contact in Salesforce moves a prospect into your active pipeline by creating a linked contact, account, and opportunity record. This step-by-step walkthrough shows exactly how to trigger the Convert action and complete the process inside Salesforce Lightning.

Steps

1. Click on the Apps drawer icon and search for Leads to navigate to the Leads module.
2. Select a lead from the Leads list to open the lead record.
3. Click the Convert button in the left column of the lead record.
4. Click the arrow before Contact to expand the extended contact section.
5. Enter the required information in the Contact fields.
6. Hit the final Convert button to complete the lead conversion.
7. Confirm the success message: "Your lead has been converted".