How to Convert a Lead in Salesforce
When a lead progresses to someone who is serious about buying your product or service, you can convert it to reflect its place in the buying process.
Converted leads can become one of the three advanced record types:
You can also create a follow up task when you convert a lead.
Converting a lead is easy and important information for a sales team to keep track of.
Salesforce adds the company name as the opportunity name, but you can give the opportunity a different name if you want.
The follow up task will be added to the contact.
Salesforce converts the lead into an account, a contact, and an opportunity.
You may want to edit the account, contact, or opportunity to add any additional information you have.