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

Lead Conversion Process New Lightning