Lead Conversion – New efficient Lead conversion window

Lead Conversion : New efficient Lead conversion window

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 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 from 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 fallow up tasks.
Lead Conversion Process New Lightning
Lead Conversion Process New Lightning





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