To Create an Opportunity Based on a Lead

  1. Open the Leads (CR3010PL) form.
  2. In the table, click the lead record that you want to convert to a new opportunity. The Leads (CR301000) form opens. Make sure that the lead has the New, Open, Sales-Ready, or Sales-Accepted status.
  3. On the More menu (under Processing), click Convert to Opportunity.

    The Create Opportunity dialog box opens.

  4. In the Opportunity group of settings on the Main tab of the dialog box, do the following:
    1. In the Subject text box, type a brief description of the opportunity.
    2. In the Estimation box, specify the estimated date of closing the deal.
    3. In the Opportunity Class box, select the opportunity class to which the opportunity will belong.
  5. 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.
    Tip: If a linked business account already exists for the lead, the settings in this group of settings are displayed as read-only.
  6. In the Contact group of settings on 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 this group of settings are displayed as read-only.
  7. On the Attributes tab of the dialog box, specify any missing values or update values for the attributes (if any).
  8. On the User-Defined Fields tab of the dialog box, specify any missing values or update values for the user-defined fields (if any).
  9. Click Create at the bottom of the dialog box.

    The system closes the dialog box, converts the lead to an opportunity that is created on the Opportunities (CR304000) form, and creates a contact and a business account for the lead.