Lead Conversion

Once we have created a new record on the Lead object and after initial discussions with a potential client, we would like to move on to the next sales process, i.e. creating records on objects: Account, Contact i Opportunity. 

Conversion, as standard Salesforce automation is called, allows you to create 3 records with 2 clicks and save time while rewriting data.

With the Lead object record open, select Convert from the drop-down list in the upper right corner.

Then a window will open, in which sections for individual objects are visible, and each section has automatically been given the appropriate values from the Lead record.

After checking the data, click Convert.

Now a window will open confirming the creation of new records, where clicking on individual squares will open the created data.

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