When a lead is converted, a new contact record is created in Sugar with a relationship to the original lead record. The Convert Lead page also gives you the option to create an account and opportunity record.
Steps to Convert a Lead
Click the Leads Record view.
Select Convert from the Actions menu or initiate conversion using one of the methods listed in the Converting Leads section.
The duplicate records display in a list view within each panel. For more information on duplicate record checks and selecting the record to associate to the lead, please refer to the Duplicate Record Check section above.
To create a new contact record:
Click Ignore and create new. The displayed record view is pre-populated with the leads values.
Update any necessary fields then click the Create button to relate the new record to the lead.
If there are no duplicate records found for a required module in lead conversion, the new record is automatically related to the lead and the panel is collapsed.
Note: The record view layout pre-populates with the leads values. Simply click the arrow to the far right of the header if you wish to expand the panel and view or alter the new record's details.
If you wish to relate an existing opportunity to the lead, click Search to perform a list view search where you can select the opportunity.
If you wish to create a new opportunity instead, complete the fields in the opportunity record view in the panel.
If the Revenue Line Items module is not part of the Convert Lead layout, then, after entering the new opportunity details, simply click Create Opportunity.
Note: If the Opportunity panel is marked as optional, then no opportunity is required to convert the lead. For more information on setting modules as required on the Convert Lead layout, please refer to the Studio documentation in the Administration Guide.
Once all of the necessary information is entered and the appropriate panels are completed, click Save and Convert.
Once the lead has been converted successfully, the leads record view display the converted contact, account, and opportunity information below the record's detail.
You can click the Preview icon to the far right of each record's row to view the details of the converted records.