A sales representative at an industrial equipment manufacturer has finished qualifying a prospect and needs to convert the Lead record. Place the standard steps of the Salesforce Lead conversion wizard process in the correct chronological order from start to finish.
- 1Navigate to the qualified Lead record and click the Convert button.
- 2Select an existing Account or create a new Account record, and verify Contact details.
- 3Specify Opportunity details or check the box to convert without creating a new Opportunity.
- 4Click the Convert button in the modal to complete record creation and set the Lead status to Converted.
Cevap
The correct chronological order for converting a Lead is: 1) Navigate to the qualified Lead record and click the Convert button, 2) Select an existing Account or create a new Account record, and verify Contact details, 3) Specify Opportunity details or check the box to convert without creating a new Opportunity, and 4) Click the Convert button in the modal to complete record creation and set the Lead status to Converted.
The standard Salesforce lead conversion process flows logically from launching the wizard on the Lead record, selecting or creating the Account and Contact, specifying whether to create an Opportunity, and finally submitting the conversion modal to commit record changes and mark the Lead status as Converted.
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Anahtar Kavram
Standard Lead Conversion Workflow Sequence
Tahmini Süre:1m 30s