Converting a lead to an opportunity
1 Task
10 mins
Beginner
English
Scenario
Terry Mason receives a call from John Brown. John wants to install Interlogix Image Sensors for his small business. Terry is scheduled to have a meeting with John. As a result, Terry wants to convert the lead to an opportunity.
Use the following credentials to log in to the exercise system:
| Role | User name | Password |
|---|---|---|
| Sales representative | Tmason | rules |
Your assignment consists of the following tasks:
Task 1: Convert the lead to an opportunity.
Task 2: Confirm your work.
Challenge Walkthrough
Detailed Tasks
1 Convert the 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, then select the Individual Leads tab.
- Click the lead for John Brown to open the lead.
- Select Actions > Convert lead.
- On the Convert lead section, Complete the Convert lead settings by using the following values:
- Contact: To existing contact
- Existing contact: John Brown
- Opportunity: To new opportunity
- Opportunity name: Interlogix Image Sensors for John Brown
- Amount: 9200
- Close date: <enter a future date>
- Click Submit to convert the lead.
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