On the Leads form, click Convert to open the Convert Lead to Company
form. The lead must be qualified before you can convert it.
Select Create Opportunity.
Specify this information:
Opportunity Name
Specify a name for the new opportunity.
Order Type
Select the order type: sales, parts, or service.
Planned Close Date
Select the planned date to close this opportunity.
Salesperson
Select the salesperson to associate with the opportunity.
Sales Engineer
Select the sales engineer to associate with the opportunity.
Sales Order Amount/Contract Amount/Service
Order Amount
For each field, specify an estimated amount of revenue represented
by this lead. The total amount is the sum of the amount of materials
to be sold on a sales order, the materials, labor, or miscellaneous
items sold on a service order, or the annual revenue from a service
contract.