Leads: Speed Through Lead Conversions with Added Flexibility

Your reps now save time when they convert leads. The new lead conversion process matches leads with contacts and accounts already in Salesforce. At the same time, reps create an opportunity or select one already in the works. This change applies to Lightning Experience only.
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions when using Apex Lead Convert

With the new efficient conversion window, reps can quickly:
  • Create an account, contact, and opportunity from the lead data with a single click
  • Update the values provided from the lead for each new record
  • Choose the record types
  • Relate the lead to existing account, contact, and opportunity records matched to the lead using your duplicate management rules
  • View details of the matched records
  • Search for more records to relate to the lead
  • Create a follow-up task
These features appear in separate expandable sections for accounts, contacts, and opportunities. In one convenient location, reps can convert leads however they wish.
The new lead conversion dialog box.
Note

Note

To use the new lead conversion window, your org must have enabled Apex Lead Convert. Customers using the old lead convert built on PLSQL still see the same window as in previous releases. With its increased capabilty, flexibility, and efficiency, the arrival of the new lead convert window is a great opportunity to make the free switch to Apex Lead Convert. To enable Apex Lead Convert, see this Knowledge article and then contact Salesforce Support.