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.

2. Select Leads from the list of tabs.

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

4. Click on the Converted Button.

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

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.

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

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.

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.

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

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

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

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.

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

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.

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.

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

3. Look at the tabs and select Leads.

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

5. Click on the Convert button.

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

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

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:

• How to Add Leads in Salesforce
• How to Bulk Add Leads in Salesforce
• How to View Survey Responses in Salesforce
• Send Email Alerts using Workflow Rule in Salesforce
• How to Convert Lead to Account in Salesforce