Create and Convert Leads

Leads are potential opportunities. Create records to track your leads, and update the status of each lead as you work with them to initiate a deal.

Create a lead:

First Name: Chantal

Last Name: Smith

Company: Get Cloudy South

Update lead status:

Change Chantal Smith's Lead Status to: Working $-$ Contacted

Add a task on Chantal Smith's record:

Subject: Call Ms$.$ Smith

Due Date: any future date

Convert the lead to an account and contact:

New Account Name: Get Cloudy South

New Contact: Chantal Smith

Select: Don't create an opportunity upon conversion $($We will create one in the next unit$)$