On the lead page, click the Convert button
Company Field:
- 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
Contact Options:
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Create New
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Merge with Existing. Exact match on full name, or email
Account Options:
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Create Household Account
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Attach to Existing ( Company Account )
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Create New Account – new organizational account using the Lead’s company
Affiliate Account:
-
None
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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