Converting Leads to Deals

Lead records within SalesNOW track information about a potential business opportunity with contacts and/or companies. Once a lead has been qualified as an actual business opportunity, it can be converted into a deal and all the information stored on the lead record will be transferred to the new deal record. To convert a lead to a deal, follow these steps:

1. Tap Leads on the tab bar. If the Leads tab is not visible, tap More, and then tap Leads
2. To open the lead, ABC Manufacturing Lead for example, tap the record
3. Tap Menu and tap Convert (assuming that Jane was the primary contact on the case)
4. Tap Yes in response to the question "Are you sure you'd like to convert this Lead into a Deal?"
5. Make any changes that you would like to this new deal record and then tap Save

See Also:

Creating New Deals