Configure the Lead conversion process to specify default Opportunity field values.
- Click on gear icon | Setup.
- Go to Object Manager | Opportunity | Fields & Relationships.
- Click on Stage field.
- Click on Reorder button.
- Move the desired default value on top of the list.
What happens when a lead is converted in Salesforce?
Your lead is ready to be converted to an opportunity. When you convert a lead, Salesforce uses the information stored in the lead record to create a business account, a contact, and an opportunity. If you’ve enabled person accounts and the lead record didn’t include a company name, the lead is converted into a person account and an opportunity.
How to create a new lead in Salesforce?
Steps
- Sign into your Salesforce account. You will be asked for an email and a password. ...
- Go to the "Leads" tab, which will be toward the left hand side of your horizontal options for your Salesforce account.
- Go to the business account with which the lead is associated. ...
- Click the "New Contact" button above the list of current contacts. ...
How to qualify a sales lead in Salesforce?
Lead Scoring and Grading in Salesforce. Lead scoring and lead grading are two commonly used techniques to qualify leads — that is, to determine if a lead is worth passing from your marketing team on to sales. Lead scoring: Automatically scoring inbound leads with a numerical value to indicate how interested they are in your product or service.
How to transfer leads in Salesforce?
- Move Chatter from leads to contacts, accounts, and opportunities!
- All posts, comments, likes, links, and files are migrated for you when your leads are converted.
- Easy to setup
Can we customize lead conversion page in Salesforce?
No. You cannot modify the Lead Conversion page layout instead you can create a new custom page and call it from a new custom button.
How do you customize lead conversions?
A guide for configuring the Lead conversion process to specify default Opportunity field values....Click on gear icon | Setup.Go to Object Manager | Opportunity | Fields & Relationships.Click on Stage field.Click on Reorder button.Move the desired default value on top of the list.
How do I change lead conversion settings in Salesforce?
In Lightning ExperienceClick the gear icon.Click Setup.Enter Lead Settings on the Quick Find box on your left.Click Lead Settings.Click Edit.Select Don't create an opportunity by Default in Convert Lead Window and Hide Opportunity Section of Convert Lead Window.Click Save.
How do I edit a lead conversion page in Salesforce?
In Lightning ExperienceGo to Gear icon | Setup | Object Manager | Lead | Fields & Relationships | Lead Status.Click Edit next to the value you wish to edit.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 value).More items...
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.
How do I add a field to a lead conversion page?
Goto Lead-->Fields. Under Lead Custom Fields & Relationships section click on Map Lead Fields and map the fields accordingly. Once you populate the value on Lead,it will populate the value automatically on Account/Contact/Opportunity Custom Fields if you map the fields correctly.
How do I enable a Convert lead in Salesforce?
In Salesforce for Android and iOS, users can convert leads in much the same way as the full Salesforce site....From Lightning Experience Setup, enter Lead Settings in the Quick Find Box. Then click Lead Settings.Click Edit.Select Enable Conversions for Salesforce Mobile.Save your changes.
What happens with the custom field in the lead conversion process?
If you use custom fields, your admin specifies the fields that they map to in your newly created records. This field shows the campaign associated with a lead before conversion. The campaign provides 100% of the amount revenue credit to the specified campaign.
How do you set opportunity record type on a lead conversion?
How to specify an opportunity record type when converting lead?Go to Profiles.Select the Profile.Select Object Settings.Select Opportunity Object.Click Edit button.Set the Record Type which should be Opportunity's record type during lead conversion as default.Click “Save” button.
How do I manage leads in Salesforce?
7 steps towards effective Salesforce lead management processCapture more leads. ... Check whether you have duplicate lead records. ... Follow lead qualification requirements. ... Consider how to prioritize leads and distribute them among sales reps. ... Keep your leads moving towards the conversion point. ... Nurture your leads.More items...•
How do I Convert leads to contacts in Salesforce?
Lightning Experience Instructions:Navigate to the Lead record.Click Convert on the upper right part of the page.Convert to Existing Account.Then choose to convert to existing contact if there is a duplicate detected.Select the existing contact record you want the lead to be converted to.More items...
What happens to converted leads 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.