how to change lead status in salesforce converted

Setup and display of converted Lead status values.

• Go to Setup | Customize | Leads | Fields | Lead Status.
• Click Edit next to a value.
• Select the Converted checkbox if you would like it to be an available value during Lead conversion ( Note: you can have more than one converted status ...
• Click Save.

Full Answer

How to update converted leads in Salesforce?

Although converted Leads cannot be updated by design, you can export, modify converted leads externally in Excel, delete the existing leads and then re-import them with changes back into Salesforce as new records.

How do I set converted leads status values?

Before a Lead is converted into an Account and a Contact, Users must select a "converted status" value for the record to be converted.. How to set converted Leads Status values? To set the values available for the "converted status" field on the convert page layout, do the following: Click Edit next to a value.

How to create an expected lead picklist in Salesforce?

Step 1: The same as above. Create three picklist fields on Lead object (Expected Account Type, Expected Contact Type, Expected Opportunity Type) and populate them with Record Types names you have for Accounts, Contacts and Opportunities objects.

Can I change the status of a lead in the API?

You cannot convert a lead via the API by changing Status to one of the converted lead status values. When you convert qualified leads into an account, contact, and opportunity, you can select one of the converted status types for the lead.

How do I change a converted lead in Salesforce?

Convert Leads to Contacts and Accounts in Salesforce EssentialsClick on the Leads tab in navigation menu bar.Open the Lead record you wish to convert.Click the Convert button in the upper right.

Can you update a converted lead?

Although converted Leads cannot be updated by design, you can export, modify converted leads externally in Excel, delete the existing leads and then re-import them with changes back into Salesforce as new records.

How do you edit converted leads?

If a lead converts before it's indexed, or a user updates a lead after it converts, it isn't searchable.From Setup, enter Permission Sets. ... Click New.Enter a name for the permission set. ... Click App Permissions.Click Edit.Under Sales, select the View and Edit Converted Leads permission.Save the permission set.More items...

What happens to a lead when its converted in Salesforce?

When you convert a lead, Salesforce creates an account, contact, and optionally an opportunity, using information from the lead you're converting. If the lead was also a campaign member, Salesforce associates the campaign member record with the new contact. The converted lead becomes a read-only record.

Do leads get deleted when converted Salesforce?

Converted Leads are unique records that remain in Salesforce for historical reporting purposes. They are not deleted when you delete an Account or Contact.

Which record type can be updated when converting a lead?

The record type that can be updated when converting a lead include the existing opportunity record and the existing account record.

Where we can see converted leads information in Salesforce?

Click the Reports tab. Click New Report. Click on Lead. Select the Leads with converted lead information report type.

Where we can check converted leads in Salesforce?

Click the Reports Tab. Click New Report. Click on (+) sign next to the Leads folder, and select the report type "Leads With Converted Lead Information."

Where we can see converted leads in Salesforce?

Click Edit. Under Sales, select the View and Edit Converted Leads permission.

When a lead is converted by a user which records are automatically created?

Notes: When a lead is converted by a user, an account and contact are automatically created to store information from the lead record. Users can also choose to have an opportunity record automatically created.

What is a converted lead in Salesforce?

Lead conversion in Salesforce is a process in which a lead record is converted into Accounts, Contacts & Opportunities. This happens when a lead is identified as a qualified Sales prospect.

What does Convert leads mean?

Lead conversion is a joint marketing and sales process that involves converting leads into customers through nurturing tactics like behavior automation, retargeting, and email nurturing. It's not to be confused with lead generation, which focuses on turning visitors and prospects into leads.