Which permission is required to convert a lead? - ProProfs Discuss
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Which permission is required to convert a lead?



A. Import Leads” profile permission
B. Convert Leads” profile permission
C. Transfer” access for leads, accounts, contacts, and opportunities
D. Create” and “Edit” access for leads, accounts, contacts, and opportunities

This question is part of Salesforce Beginning Admin Practice Test
Asked by Seanf, Last updated: Feb 19, 2020

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4 Answers

E. Austin

E. Austin

Answered Nov 27, 2018

You will need profile permission to convert a lead. Leads may come from direct contact with the public when promoting the firm, or be generated from marketing events, such as trade shows or mailing campaigns. Obviously, the successful salesperson is the one whith the highest conversions from leads.

Before converting a lead, he must create the appropriate custom account, contact, or opportunity fields. Then If a workflow rule creates a task as a result of a lead conversion, the task is assigned to the newly created contact and this is related to the associated account.

 

M. Parker

M. Parker, Internet Researcher, Houston

Answered Oct 10, 2018

The answer to this is B. This can be easy to do. You just need to go to the Leads button. Then, select the lead that you are going to convert. Click on the command that says convert. You can choose to add the lead to a new account or you can choose to place it in an old one if an old one already exists. Take note that the moment that you save this, it will be up to the lead if there are some details that will be overwritten.

Take note that all of the lead records should be qualified first. They should also be checked just to see if they would be able to deliver. Once this is sure, then it may translate to better sales in the long run.

 

John Adney

John Adney

Answered Feb 16, 2017

I think the correct answer is both #2 and #4 - #4 is listed word for word in Help and Training.
 

John Smith

John Smith

Answered Feb 16, 2017

€Convert Leads” profile permission
 

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