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Sales & Success

Add and convert a lead in Salesforce

Table of Contents
Author
Created with Tango by:
Colby Morgan
Last Updated:
May 18, 2023
Software
Use case
Sales & Success

1. Go to Home | Salesforce

2. Click on Leads Menu

Click on Leads Menu

3. Click on New Lead

Click on New Lead

4. Click on Lead Status and choose Working

Click on Lead Status and choose Working

5. Enter the contact's information (First Name, Last Name)

Enter the contact's information (First Name, Last Name)

6. Add Company information

Add Company information

7. Add email

Add email

8. Click on Save

Click on Save

9. In lead contact page, convert status to working, and then select Mark as Current Status

In lead contact page, convert status to working, and then select Mark as Current Status

10. Once time to convert lead, click convert

Once time to convert lead, click convert

11. Click on Select Converted Status

Click on Select Converted Status

12. Add record owner

Add record owner

13. Click on Convert

Click on Convert
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