Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Customer 360 for Salesforce Winter 2021
  • All Products

Table of Contents

Search

  1. Preface
  2. Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Glossary

User Guide

User Guide

Back Next

Converting a Lead

Converting a Lead

When you start doing business with a lead, convert the lead. Attach the lead with an account and create a contact for the lead.
  1. On the Leads tab, select the lead that you want to convert, and then click
    Convert
    .
    The status of the lead changes to qualified.
  2. Select the check box if you do not want to create a new opportunity when you convert the lead.
  3. If you want to attach the lead to an existing account, perform the following tasks:
    1. In the Account Information section, select the
      Attach to Existing
       option.
    2. In the Related Contacts section, select the option
      Attach to Existing
       to convert the lead to an existing contact.
    3. Optionally, select the option
      Create New Contact
       to convert the lead to a new contact.
  4. If you want to attach the lead to new account, perform the following task:
    1. In the Account Information section, select the
      Create New Account
       option.
    Cloud MDM - Customer 360 for Salesforce
     (
    CC360
    ) then creates a contact with the lead details.
  5. In the Task Information section, specify the task details such as status, priority, and subject.
  6. Click
    Convert
    .
0 COMMENTS
We’d like to hear from you!