Lead Conversion for Salesforce and Dynamics
In the Magentrix Platform, users can convert leads into opportunities. This is done by converting lead fields to contact, account, and opportunity fields. Administrators will need to enable the lead conversion feature using page layouts and buttons.
Requirements
To configure lead conversion settings, users must be assigned a security role with one of the following settings:
- Administrator System Role
- Other Settings: Access Deal Management Enabled
To set up lead conversion:
- In the Setup Home page:
- If you want to set up lead conversion for a Dynamics Object, please contact support@magentrix.com.
- If you want to set up lead conversion for a Salesforce Object, click Extend > Salesforce.
- Select your Lead entity.
- Select the Buttons Tab and then click New.
- In the Label field, enter "Convert Lead" or the name of the button that will be displayed to users.
- In the Button Type field, select Detail.
- In the Content-Type field, select URL.
- In the Action= field, enter "/force/force_lead/Convert?Id={!Id}" for a Salesforce lead, or a customized lead conversion link.
- In the Visibility field, enter "{!Not(IsConverted)}".
- Click Save.
- Select the Page Layouts Tab and then click the page layout for which you want to add the lead conversion feature.
- Drag and Drop the convert lead button from the sidebar into the Buttons section of the layout designer.
- Click Save & Close.
To configure Salesforce lead conversion settings:
- In the Setup Home page, click Partner Management > Lead Conversion Settings.
- Configure the following settings:
- Creating Opportunity can be optional: Check this box to allow users to choose to not create an Opportunity when converting a lead.
- Allow using existing contacts: Check this box to allow users to convert the lead to an existing contact. If this box is not checked, a new contact will be created when converting leads.
- Opportunity, Account and Contact Owner: Select who will be assigned the new records.
- Converted Status Values: Select the values that you will use to indicate conversion status by adding values to the right column. After adding values you can rearrange the order they appear by selecting a Tab and using the Top, Up, Down, and Bottom arrows.
- Click Save.