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Convert On Company Record For Free

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For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

What record can be created when a lead is converted?

Once converted, a lead record is no longer searchable, unless your admin has assigned you the "View and Edit Converted Leads" permission. The new account, contact, or opportunity record created from the converted lead is searchable.

When a lead is converted which record can be optionally created?

Standard Lead Conversion Process When you convert lead records, you choose to either create or update an Account and Contact records and (optionally) create a new Opportunity. During conversion, standard lead fields automatically map to the contact, account, and opportunity fields.

Which two groups of objects can be created when converting a lead?

Using the Lead object is also positive for storage: a lead is saved in one record of your org, whereas, if you convert it into an account, you transform the initial record into three different ones: Account, Opportunity and Contact.

Which record type can be updated when converting a lead choose two answers?

Hi Piyush, The record type that can be updated when converting a lead include the existing opportunity record and the existing account record.

What does converting a lead mean?

Lead Conversion is the process of converting a lead into an account, contact, and/or opportunity. Leads are typically generated from marketing events, such as trade shows or mailing campaigns.

Which two group of objects can be created when converting a lead?

Using the Lead object is also positive for storage: a lead is saved in one record of your org, whereas, if you convert it into an account, you transform the initial record into three different ones: Account, Opportunity and Contact.
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