Skip to main content
All CollectionsWorkflow
Converting Leads
Converting Leads

Convert leads to accounts, contacts, and opportunities

Laura Liggett avatar
Written by Laura Liggett
Updated over a week ago

Convert those piping hot leads into deals with the click of a button in Dooly! πŸ”₯

Stay in your connected workspace and use Dooly to convert your ready-to-move-forward leads into accounts, contacts, and opportunities.

Where to convert leads in Dooly

From your lead pipeline view

From record overview for your lead

From a note linked to a lead, click on the dropdown next to the name of the lead

How to convert leads:

  1. Select Convert Lead

  2. In the popup:

    1. Create a new account or choose an existing one

    2. Create a new contact or choose an existing one

    3. Create a new opportunity, choose an existing one, or opt to not create an opp on conversion

    4. Select a record owner, and if left blank it will default to yourself

    5. Opt to send an email notification from Salesforce to the new record owner

    6. Set the converted status of the lead

    7. Select the record to migrate your lead notes to (the contact, account, or opportunity)

  3. Click Convert and watch the magic happen! ✨

πŸ’‘ Pro Tip: If you have custom lead fields, don't forget to set up lead conversion field mapping in Salesforce. Salesforce admins can find that in Salesforce by going to Setup > Object Manager > Leads > Fields & Relationships > click on the Map Lead Fields button.

Explore more tips for boosting your sales productivity with Dooly.

Did this answer your question?