• Go to the Lead module and select the lead you want to convert;

• Click Convert;

• Enter the Account information and click Next;

• Enter the Contact information and click Next;

• Enter the Opportunity information and click Convert to complete.

(*) If you do not want to create an opportunity at this stage, simply select Convert without opportunity to skip this step).

• Once the conversion is complete, you can immediately navigate to the newly created Account, Contact, or Opportunity by selecting the corresponding link on the confirmation screen.