Sometimes members of the Customer Success and Digital practice teams need to associate customers and accounts to Visit Reports, Cases and Training or for other reasons. Frequently we do have these people on Salesforce but they are down as leads. This guide will take you through how to convert a lead to a Contact and a Prospect Account. The Prospect Account will then still receive all the correct marketing and sales calls appropriate to this stage in the customer journey.
Video
Customer Success and Digital Practice
5 Minutes
Beginner
LEARNING OBJECTIVES
Find a Lead.
Convert a Lead
- Set the Account type to Prospect
- Manager: Mark Mullany
- Manager: Tamsin Slatter
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