How to Convert Lead to Contact in Salesforce

In this Salesforce tutorial, we’ll go through how to convert lead to contact in Salesforce Lightning and Salesforce Classic.

While working in an organization that uses salesforce as a CRM tool, I got a task to convert the lead to contact. So, I have done some research and found how to convert it in both salesforce lightning and salesforce classic.

You’ve come to the right place if you use Salesforce and want to know how to turn a lead into a contact in Salesforce Lightning and Salesforce Classic.

The following are the topics that we will cover in this salesforce tutorial.

  • What is contact in salesforce
  • When to convert a lead to contact in salesforce
  • How to convert a lead to contact in Salesforce Lightning
  • How to convert a lead to contact in Salesforce Classic

What is contact in Salesforce?

In Salesforce, you store information about your customers or leads using contacts. Contacts are the people who work for the company and the people to whom you sell your products or services.

In simple terms, Salesforce contacts are the demographic data of a person, such as a Name, Address, Phone Number, and Email address.

With this, we have got an overview of the contact in salesforce. Now, we will move ahead and understand the need for conversion from lead to contact.

When to convert a lead to contact in Salesforce

After reading the topic of the blog post. Undoubtedly, a question comes to our mind “when do we need to convert a lead into a contact”?

This question’s response is straightforward: it depends on the organization. Yet, there are often just two scenarios in which an organization turns a lead into a contact.

Scenario 1: Some organizations convert the leads to contact when they believe that a lead has an interest in their product and there is a chance of a sale.

Scenario 2: Some organizations convert the leads to contact when the person finally purchases the product or services.

With this, we have understood when to convert the lead to contact in salesforce. Now, we will move further and see the implementation to convert the lead to contact in salesforce lightning and salesforce classic.

How to convert Lead to Contact in Salesforce Lightning

In salesforce lightning, there are two ways to convert a lead into a contact. Let’s see each technique using an example.

Use the Converted Button to convert a Lead into a Contact

To turn a lead into a contact in Salesforce Lightning using the Converted Button, follow the steps below:

1. Select the Marketing app by clicking on the App Launcher.

How to convert Lead to Contact in Salesforce
Select Marketing App in Salesforce Lightning

2. Select Leads from the list of tabs.

How to convert Lead to Contact in Salesforce lightning
Open Lead Tabs in Salesforce Lightning

3. Choose the Lead Name you wish to turn into a contact by clicking on it. I’ll go with Bertha Boxer here.

How to convert Lead to Contact in Salesforce example
Convert Lead to Contact in Salesforce Lightning

4. Click on the Converted Button.

How to convert Lead to Contact in Salesforce lightning example
Salesforce Lightning Convert Lead to Contact

5. After that, click on the Converted Status button.

convert Lead to Contact in Salesforce
Convert Selected Lead to Contact in Salesforce Lightning

6. You can update the Contact name on the pop-up page that appears on the screen.

If it finds a duplicate contact record, everything on the right side of the page is used to attach the lead to it. Everything on the left side of the page is utilized to build a new account record.

7. Click on Convert, after filling in the fields.

convert Lead to Contact in Salesforce lightning
Set up Contact Details in Salesforce Lightning

8. You will get the link to the newly generated contact after converting.

convert Lead to Contact in Salesforce example
Lead has converted to Conatct in Salesforce Lightning

The below screenshot shows lead is successfully converted to a contact, as Bertha Boxer’s record is now showing in the contact tab of the marketing app.

convert Lead to Contact in Salesforce lightning example
Lead Record Shifted to Contact Record in Salesforce Lightning

With this, we learned how to turn a lead into a contact using the Converted Button in Salesforce Lightning.

Check out, How to Convert Lead to Opportunity in Salesforce

Use the Convert Option to turn Lead into Contact

Follow the below-given steps to convert a lead to contact using Convert Option in salesforce lightning:

1. Click on the App Launcher, then select Sales app.

Use the Convert Option to turn a lead into a contact
Search and Select Sales App in Salesforce Lightning

2. Select the Leads Tab from the list of tabs.

Use the Convert Option to turn a lead into a contact in salesforce
Select the Leads Tab in Salesforce Lightning

3. Choose the Lead Name you wish to turn into a contact by clicking on it. I choose Eugena Luce here.

salesforce lightning convert option to turn a lead into a contact
Lead Convert to Contact in Salesforce Lightning

4. Click on the ⬇ next to the Submit for Approval, and select the Convert option.

salesforce lightning convert lead to contact
Salesforce Lightning Convert Lead into Contact

5. Update the contact information on the pop-up page that appears on the screen.

6. Once the fields have been filled out, click Convert.

salesforce lightning example to convert lead to contact
Update Contact in Salesforce Lightning

7. A link to the newly generated contact will be shown after conversion.

convert lead to contact using salesforce lightning
Salesforce Lightning Lead has been converted to Contact

The below screenshot shows lead is successfully converted to a contact, as Eugena Luce‘s record is now showing in the contact tab of the sales app.

lead to contact using salesforce lightning example
Lead Converted to Contact in Salesforce Lightning

With this, we learned how to use Salesforce Lightning’s convert option to convert a lead into a contact.

Read How to Add Lead to Campaign in Salesforce

How to convert lead to contact in Salesforce Classic

Follow the below-given steps to convert a lead to contact in salesforce classic:

1. Select Switch to Salesforce Classic by clicking the Avatar.

How to convert lead to contact in Salesforce Classic
Switch to Salesforce Classic

2. By clicking in the top right corner, select the Marketing app.

3. Look at the tabs and select Leads.

How to convert lead to contact in Salesforce Classic example
Open the Marketing App and Leads Tab in Salesforce Classic

4. To convert a certain lead into a contact, click on their name. I’ll go with Cotton Phyllis here.

convert lead to contact in Salesforce Classic
Salesforce Classic Convert Lead to Contact

5. Click on the Convert button.

convert lead to contact in Salesforce Classic example
Convert Lead to Contact in Salesforce Classic

6. Again click on Convert, and it will automatically create a contact record.

salesforce classic convert lead to contact
Lead convert to Contact in Salesforce Classic

Let’s take a look at the lead converted to contact in the following screenshot.

salesforce classic example convert lead to contact
Lead has been converted into Contact in Salesforce Classic

With this, we learned how to convert the lead to contact in Salesforce Classic.

Conclusion

With this, we have learned about the salesforce contact. We have also learned when to convert a lead into a contact.

In addition to this, we have also discussed the steps of converting a lead to a contact in Salesforce Lightning and Salesforce Classic.

  • What is a salesforce contact?
  • When to convert a lead to contact in salesforce
  • How to convert lead to contact in Salesforce Lightning
  • How to convert lead to contact in Salesforce Classic

You may like the following salesforce tutorials: