In this lesson, we revisit the Leads Process and add additional Status options for Leads.
In this lesson, we work through the Lead Conversion process, which results in the creation of a new Contact, Account and (optionally) Opportunity.
In this lesson, we work through mapping custom fields on the Lead object over to custom fields on the Account, Contact and Opportunity objects. This allows for data entered on the Lead record to not be lost during the lead conversion process. Any mapped custom fields will have their data carrier ...
In this lesson, we convert a Campaign Member record that is a Lead. We then verify that they remain in the Campaign, but as a Contact, post-conversion.
