Salesforce

Salesforce is an enterprise CRM for sales, marketing, and customer success teams.

Website

salesforce.com

Industry

CRM

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How to convert a lead to a contact in Salesforce

Here is how to convert a lead to a contact in salesforce

First click on the "Leads" tab in the top navigation menu
Select the lead you want to convert
Next click on the overflow menu button (dropdown arrow) next to the "Clone" button
Then click on the "Convert" option from the dropdown menu
Next click on the "Contact" section to expand it in the Convert Lead dialog
Enter the contact information in the Contact fields
Finally click on the "Convert" button at the bottom of the dialog to complete the lead conversion

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Salesforce is a leading customer relationship management platform designed to streamline business processes and enhance client interactions.

Transforming a lead into a contact in Salesforce is a pivotal feature that bridges potential customer interest to meaningful business relationships.

This process streamlines data management, ensuring all relevant information is seamlessly retained and updated without manual entry errors.

Doing so enhances team collaboration, improves customer relationship management, and increases the chances of successful conversions.

Last update

February 24, 2026

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