Streamline Lead Conversion Without Opportunities

Speed up the conversion process for sales teams that don’t create opportunities when they convert leads. Choose new default lead conversion settings for opportunities, or hide the opportunity section of the conversion window altogether. This change applies to Lightning Experience only.

In Setup, enter Lead Settings in the Quick Find box, then select Lead Settings.

You have two new options to customize the Convert Lead window for your business.

New options for the Convert Lead window
  • Decide whether to hide the Opportunity section of the Convert Lead window (1).
  • Decide whether the Don’t create opportunity option is selected by default (2).