Account Lead Conversion tab
You can use the Lead Conversion tab of the
Account detail view to see information when the lead has been converted to the contact and
account.
You can access this tab from the Account detail view.
This view contains these columns:
- Name
- The name of the lead that has been converted to contact.
- Company
- The company of the lead that has been converted to a contact and account.
- Create Date
- The date on which the lead has been created.
- Converted Date
- The date on which the lead has been converted to a contact and account.
- Import Source
- The name of the source from which the lead information is imported. Note: This value is displayed only if the information has been imported from another source.
- Interests
- The interests or hobbies of the lead.
- Lead Source
- The process used to generate the lead.
- Contact
- The name of contact created when the lead has been converted. You can click the Contact name to view the contact details.
- Campaign
- The name of the campaign, if the lead has been targeted through a campaign. You can click the Campaign name to view the campaign details.
- Opportunity
- The name of opportunities created, if any, when the lead has been converted. You can click the Opportunity name to view the opportunity details.
Note: Lead comments, if any, are available below the record. Click
to view more text if the comments
have a large amount of text.