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Business Platforms & EA · Foundational

Lead Conversion

Process that converts a qualified lead into an account, contact and optionally an opportunity.

Definition

Conversion maps standard fields automatically and custom lead fields via Map Lead Fields settings. Converted leads become read-only and are hidden from most views. Duplicate matching can merge into existing accounts and contacts.

Exam tip

Custom lead fields must be mapped before conversion or their data is lost on the new records.

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