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When to convert qualified leads into account, contact, and opportunity?
When you convert qualified leads into an account, contact, and opportunity, you can select one of the converted status types for the lead. Leads with a converted status type are no longer available in the Leads tab, although you can include them in reports.”
What are the standard lead fields in conversion?
During conversion, standard lead fields automatically mapto the contact, account, and opportunity fields. You also have the option in Setup to map custom lead fieldsto custom contact, account, and opportunity fields.
What does the status field on a lead mean?
In short, the Status field on the Lead object is used to capture its current state and each Status corresponds to either a converted or unconverted status. When you first create a Lead, you assign it one of the unconverted statuses (say ‘Open – Not Contacted’).
How to convert a lead to a converted status?
Lead converted status. To obtain the lead status values in the picklist, a client application can invoke the query () call on the LeadStatus object. You cannot convert a lead via the API by changing Status to one of the converted lead status values. When you convert qualified leads into an account, contact, and opportunity,…
How to remove converted lead from lead report?
Setup – in the quick find, type ‘mass delete records’ – select ‘mass delete leads’ – pick a search that will pull the leads (i used Lead Source does not contain null) – check the permanently delete box then select the records and delete. The data will be gone and the reports will run well.
Can you change the status of a lead in Salesforce?
You cannot convert a lead via the API by changing Status to one of the converted lead status values. When you convert qualified leads into an account, contact, and opportunity, you can select one of the converted status types for the lead.