Converting Leads

Once lead information has been qualified, a lead can be converted to a contact and account. The Convert Lead dialog box displays any contacts or account with matching information. Leads with matching information can be merged with an existing contact, added to an existing account, or the lead can be added as a new contact and account. You can change the filter criteria used to find matching records.

Infor CRM can only search for duplicate records that you have permission to view. A duplicate record that you are not able to access may still exist.

To convert a qualified lead

  1. Open the Lead Detail view for the lead you want to convert, and then click Convert Qualified Lead.
    The Convert Lead view opens with lead information displayed at the top of the view and any matching contact and account information displayed below.
  2. Under Match Filters, select the filter check boxes that you want to apply.
  3. Select one of the following Options:
    • Match all selected filters - A record is a duplicate, only if it matches all of the selected filters.
    • Match any of the selected filters - A record is a duplicate, if it matches any of the selected filters.
  4. To perform an Advanced Search click Advanced Options.
  5. Click Update Potential Matches.
  6. Click the Conflicts drop-down arrow to determine how to resolve any conflicting information.
    • Select Account wins if you want existing contact information to win.
    • Select Lead wins if you want conflicting information to be replaced by lead information.
  7. If you want to create an opportunity, select the Create Opportunity after Lead conversion or merge check box.
    All of the leads activities, history and notes will associated with the new opportunity.
  8. Do one of the following:

Related Topics

What are Leads?

Qualifying a Lead




What's New in this Release


For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at