On the lead page, click the Convert button
- When a company is specified, the Account and Affiliate Account options are displayed.
- When the company is “Individual”, Account and Affiliated Accounts aren’t displayed
Merge with Existing. Exact match on full name, or email
Create Household Account
Attach to Existing ( Company Account )
Create New Account – new organizational account using the Lead’s company
Affiliate with Existing
Affiliate with New Account
Normal lead conversion with standard fields mapping to Contact, Account and Opportunity fields.
Can map custom fields by going to Setup>Object Manager>Lead>Fields& Relationships>Map Lead Fields
Lead Custom Field Mapping Best Practices