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A lead may be converted to an Account by clicking on the “Convert Lead” button while viewing detailed lead information. You may update any additional information, Alert the Account Manager of the conversion, or send a Email to them by selecting the appropriate box.  A note can be added to the account by selecting History, then “add note” from the dropdown under related information.  You can also create a Sales Opportunity by selecting the “create opportunity” box and filling in the rest of the dialog that will pop up when the box is checked. <br/>
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A lead may be converted to an Account by clicking on the '''Convert Lead''' button while viewing detailed lead information.  
 
   
 
   
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# Open Leads Module, Open desired Leads List, Open a Lead.  
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1. From the '''Leads''' module, open desired leads list by clicking on the list name. ''The lead records for that list display.''
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# While viewing detail information about a Lead, click on the “Convert Lead” button.  
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# Update any additional information or send an E-mail or Alert to the Account Manager by selecting the appropriate box.  
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2. Open the desired lead by clicking on the company name. ''The Leads detail form displays.''
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# A note can be added to the account by selecting History, then “add note” from the dropdown under related information.  
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# Create a Sales Opportunity by selecting the “create opportunity” box and filling in the rest of the dialog that will pop up when the box is checked.  
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3. While viewing detail information about the lead, click on the '''Convert Lead''' button.  
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# The final step is to click “Save and Close.”  The Lead is now an Account in your main Account list.
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4. Add any pertinent information about the lead.
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* To send an email or alert to the account manager select the appropriate checkbox.  
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* To add a note select the '''Create Note''' checkbox and complete the respective Note fields.
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* To create a sales opportunity select the '''Create Opportunity''' checkbox and complete the respective Opportunity fields.  
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5. click “Save and Close.”  ''The lead is converted to an account.''

Revision as of 16:23, 14 November 2012

A lead may be converted to an Account by clicking on the Convert Lead button while viewing detailed lead information.

1. From the Leads module, open desired leads list by clicking on the list name. The lead records for that list display.

2. Open the desired lead by clicking on the company name. The Leads detail form displays.

3. While viewing detail information about the lead, click on the Convert Lead button.

4. Add any pertinent information about the lead.

  • To send an email or alert to the account manager select the appropriate checkbox.
  • To add a note select the Create Note checkbox and complete the respective Note fields.
  • To create a sales opportunity select the Create Opportunity checkbox and complete the respective Opportunity fields.

5. click “Save and Close.” The lead is converted to an account.

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