How to Convert Leads
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Created on September 17, 2024
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Let's Begin!
An Interactive Guide on How to Troubleshoot Lead Conversion!
How to Convert Leads
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Start
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Search by the customer's:NameAddressPhone Number
Step 1
Search for the Lead
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Use the search bar at the top, this available on all Salesforce pages.
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Locate and select the Lead
Step 2
Reference the Created Date or Lead Stage to determine the correct lead the rep is looking into
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Reference the lead stage based on what the rep is telling us
Reference created dated. Work with the sales rep to determine what is the correct lead.
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You can only convert leads that are in Open statusIf the Lead is DQ'd look for an existing Opportunity with the same customer name/home and follow the ROE process
Step 3
Check the Lead Stage and Status
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Take note of the fields on the right side of the page
- Lead Stage
- Lead Status
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Step 4
To troubleshoot the Lead, select Edit
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Step 5
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Edit Home Type (if needed)
- Update Home Type accordingly. The customer's title information may be used to confirm this is correct
Edit Installation Type (if needed)
- This field specifies if the customer plans to have the system installed on their roof, on a detached structure, or as a ground mount.
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Name Surname
Write a subtitle here
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Step 6
Change Lead Stage (if needed) Select "Edit" at top of Lead
Select Edit and update the following fields:
- Lead Stage to Created
- Lead Status to Open
Click Save!
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After saving your edits, you will be redirected to the lead page. To convert, select Convert at the top of the page
Step 7
Select Convert
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Step 8
Change the name of the Opportunity before converting
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The Opportunity name will default to the Customer's name. Change this to reflect:
- The Street Address and Zip Code
- Example: 123 Main ST-12345
After re-naming, select Convert
- Once a Lead is converted, it will no longer be a Lead; it is now an Opportunity!
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Congrats!
You Are Now an Expert at Troubleshooting Lead Conversion.
Your lead is now an Opportunity in Stage 1. The sales rep should now be able to locate this Opportunity in their sales tools or Salesforce.