How to Use Salesforce Convert Lead to Account

To convert your leads to accounts, you should click on the Salesforce lead detail page and proceed to verify the owners of the new records. Optionally, you can send the owners automated notification emails or the converted lead status, schedule follow up tasks and click convert. You can try to match the new contact and account to the existing contacts and accounts when possible. Perhaps, you can also use any existing item or even choose another one. Activities that are related to Salesforce convert lead to account are now associated with newly created contacts, accounts, and opportunities. After the conversion you will never see the converted leads in leads tab. Those leads (the already converted leads) will contribute your data to reports. Whenever you are customizing a report, you should enter a filter option of Converted equals True to view your Salesforce convert lead to account. After converting your leads to account, the Company Names from your leads will change to Account Names and the Lead Names from the leads will change into Account Names. Moreover, the contact and the opportunity will be related to the account. And when enabled for your organization, workflow rules, universally needed custom fields, validation rules and the Apex triggers will be enforced.

Benefits of Leads

Leads usage offers a streamlined way of managing a business flow from the potential customers to closing a deal. Leads are basically potential or prospect opportunities. They include the person you met at a conference and who expressed an interest in a deal that is possible. Leads also include potential deal sources which require more background work before you define them and those visitors in your website who took the time to fill out the form requesting more information from them. You should also take all respondents to your campaigns and any interested party particularly those that your administrator imported their information. With a Salesforce developer account you will easily convert the leads into account.

Why Starting With a Lead is Important

You should start with a lead when you are not certain whether the prospective customer will generate business for you. By using leads you will be able to assign leads to lead queues or reps as a way of ensuring that potential customers are actually getting the attention they require. Moreover, you will be able to merge over two leads if they are duplicate records for a single individual and to use Leads tab to qualify any incoming leads. With associated opportunities and contacts you will be able to qualify leads automatically. After learning how to schedule a report on Salesforce, you will be able to evaluate marketing campaigns depending on the leads they generate, to track effectiveness of the different lead sources and to monitor the time you take to convert a lead using Lead Lifetime report. Next would be to learn how to schedule a report in Salesforce.

The Bottom Line About Salesforce ConvertĀ Lead to Account

Salesforce convert lead to account enables you to manage your leads easily. To manage them you should use My Unread Leads view. It will enable you to locate any new leads, take ownership of unassigned leads from the list queues views and use the Open Activities section. You can also change lead status while working on your lead progresses. You can also learn on how to merge leads in Salesforce to make your leads management more effective.
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.