Convert a Lead to an Opportunity from the Lead Record.
On the Main Menu, select Leads > List All Leads > Lead Record > Create Opportunity
- On the Main Menu, at the top of the Screen, click Leads.
- Click List All Leads.
- Select the Lead Record you wish to convert by clicking the corresponding Lead Link
- On the Lead Record, click Create Opportunity.
- Veloxity will convert the Lead to an Opportunity and create the following three records:
- Account Record
- Contact Record
- Opportunity Record