Converting a lead to an opportunity
Archived
2 Tasks
10 mins
Scenario
Terry Mason receives a call from Bob Smith at Nexus Energy. Bob is interested in a smoke detection system. Terry schedules a face-to-face meeting with Bob. As a result, Terry wants to convert the lead to an opportunity.
As sales representative Terry Mason, find the lead for Bob Smith, and convert the lead to an opportunity.
Use the following credentials to log in to the exercise system:
| Role | Username | Password |
|---|---|---|
| Sales representative Terry Mason | tmason | rules |
Challenge Walkthrough
Detailed Tasks
1 Converting a lead to an opportunity
- Log in to your exercise system as the sales representative Terry Mason.
- On the left, from the Explorer panel, select Leads to open the leads page.
- On the leads page, in the Filter field, enter Bob.
- Right of the Filter field, click Filter to filter leads. The lead for Bob is displayed.
- Click Bob Smith to open the lead.
- On the lead page for Bob Smith, from the Actions menu, select Convert lead.
- Leave the default values and fill out the rest of the form with the following values:
- Opportunity name: Smoke detection systems for Bob Smith
- Amount: 30000
- Close date: <enter a future date>
- Click Submit to convert the lead.
2 Verify your work
- On the left, from the Explorer panel, select Opportunities to open the opportunities page.
- On the opportunities page, in the Filter field, enter Bob.
- Right of the Filter field, click Filter to filter leads. The lead for Bob is displayed.
- Verify that the Smoke detection systems for Bob Smith opportunity was created.