A sales operations manager is documenting the standard lead conversion process for new sales representatives. What is the correct order of steps executed when converting a qualified Lead record in Salesforce?
- 1Qualify the prospect and click the Convert button on the Lead record.
- 2Select or create an Account record to store company data.
- 3Select or create a Contact record linked to the Account.
- 4Optionally create a new Opportunity record to track potential deal revenue.
Answer
The correct sequence of lead conversion steps is: 1) Qualify the prospect and click Convert on the Lead record, 2) Select or create an Account record, 3) Select or create a Contact record linked to the Account, 4) Optionally create a new Opportunity record.
During standard Salesforce lead conversion, the user first initiates the process from the Lead record. The system then establishes an Account record for the organization, followed by creating or selecting a Contact record linked to that Account. Finally, an Opportunity record can optionally be created to track pending sales pipelines.
Step-by-Step Solution
Key Concept
Standard Salesforce Lead Conversion Execution Order