Skill Shot: Turn a Lead into an Opportunity

Format: Free, live, instructor-led session

Audience: Primarily for sales representatives and business development representatives

Duration: 30 minutes

Session Overview

Learn how to convert a qualified lead into an opportunity in Salesforce. This practical session will show sales representatives how to move a prospect forward in the sales process while ensuring that important customer information is carried into the appropriate Salesforce records.

What You’ll Learn

• Understand when a lead is ready for conversion.

• Review lead information before converting it.

• Convert a qualified lead into an account, contact, and opportunity.

• Select the appropriate opportunity details.

• Review the records created during conversion.

• Identify common lead-conversion mistakes.

Hands-On Practice

Participants will qualify a sample lead and convert it into an account, contact, and opportunity in Salesforce.

Practice Environment

Participants may use either:

• Their own Salesforce environment, or

• A dedicated Salesforce practice environment, provided at no additional cost.

Important: If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise will work identically in your organization’s environment.

Related Course

Salesforce for Prospecting and Lead Management

Class Code: SFT-SR-105