Convert Lead Dialog Box

Use the Convert Lead dialog box to qualify or disqualify a lead, to associate a qualified lead with a marketing campaign, or to specify why you decided to disqualify a lead. If you convert a lead record that is associated with files, Vision copies them to the target record only.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Leads.
2. On the Lead Info Center form, click Convert and select one of the following:

   • Convert Current Lead

   • Convert Active Group

   • Select Leads to Convert

Contents

Field	Description
Qualify this Lead	This option is selected by default when you open the Convert Lead dialog box. It enables the Client, Contact, Opportunity, and Marketing Campaign options on this form. The selections that you make for those options depend on your company's business rules.
Client	Select this option to qualify a lead and convert it to a client.
Contact	Select this option to qualify a lead and convert it to a contact.
Select a Client for this Contact	When you select Contact, this field becomes active. Click Search to open the Client Lookup, and select the client to display in the Client field of the contact record.
Opportunity	Select this option to qualify a lead and convert it to an opportunity. Vision adds this new opportunity to the Opportunities tab of the campaign record specified in Marketing Campaign. When a lead is qualified as an opportunity, Vision associates with the new opportunity all of the marketing campaigns associated with the lead.
Select a Contact for this Opportunity	When you select Opportunity, this field becomes active. Click Search to open the Contact Lookup. Select the contact to display in the Contact field of this opportunity's record.
Select a Client for this Opportunity	When you select Opportunity, this field becomes active. Click Search to open the Client Lookup. Select the client to display in the Client field of this opportunity's record. Vision links this client-opportunity association to the client's Primary Address by default; you can change this on the Client grid in the Opportunity Info Center record.
Disqualify this Lead	This option is not selected by default when you open the Convert Lead dialog box. Select it to enable the Select a status for this Lead option on this form.
Select a status for this Lead	When you select Disqualify this Lead, this field becomes active and required. Click and select the status reason to assign this disqualified lead. Vision populates the Status Reason field on the lead record's General tab with your selection in this field.
Marketing Campaign	Click Search to open the Marketing Campaign Lookup and select the marketing campaign to associate with the lead. Note the following: If the lead record has one marketing campaign listed on its Marketing Campaigns tab, that campaign displays here by default. If the lead record has more than one marketing campaign listed on its Marketing Campaigns tab, this field is left blank by default. If you convert the lead from its location on the Leads tab of a campaign record in the Marketing Campaigns Info Center, that campaign record displays here. You cannot change the record. Vision uses the campaign record as the campaign record for which it calculates Converted Clients, Converted Contacts, and Opportunities on that campaign record's General tab.