To Create a Business Account Based on a Lead

  1. Open the Leads (CR3010PL) form.
  2. In the table, click the lead record that you want to use as the basis for a new business account. The Leads (CR301000) form opens. Make sure that the lead record has the New, Open, Sales-Ready, or Sales-Accepted status.
  3. On the More menu (under Record Creation), click Create Account.

    The Create Account dialog box opens.

  4. In the Business Account group of settings on the Main tab of the dialog box, specify the following information:
    1. In the Business Account ID box, type the identifier of the new business account.
    2. In the Business Account Name box, type the name of the prospective customer. By default, the box might contain a value if one has already been specified in the contact information of the lead.
    3. In the Business Account Class box, select the business account class to which the business account will belong.
  5. If needed, in the Contact group of settings of the Main tab of the dialog box, specify missing values and adjust the default ones.
    Tip: If a linked contact already exists for the lead, the settings in the Contact group of settings are displayed as read-only.
  6. On the Attributes tab of the dialog box, specify any missing values or update values for the attributes.
  7. On the User-Defined Fields tab of the dialog box, specify any missing values or update values for the user-defined fields (if any).
  8. Click Create.