How the new Lead conversion process save time?
The new lead conversion process in lightning experience matched leads with contacts and accounts already in Salesforce. And Sales Reps can create a new opportunity or can select one already in the works.
We can quickly perform below action using new Lead Conversion window:
- Create an account, contact, and opportunity from the lead data with a click.
- We can choose record types while creating account, contact and opportunity.
- View the details of matched records.
- Search for the more records to relate the new lead.
- Update the values provided by the lead for each new record.
- Relate the lead to existing account, contact and opportunity records matched to the lead using your duplicate management rules.
- Create follow up tasks.
Lead Conversion Process New Lightning