What Happens When You Convert a Lead

After it’s converted, a lead record is no longer searchable, unless your admin has assigned you the “View and Edit Converted Leads” permission. The new account, contact, or opportunity record created from the converted lead is searchable.

What does it mean to convert a lead?

Lead conversion occurs when one person (usually in Marketing or Sales) ‘converts’ an existing Lead into an Account, Contact, and Opportunity. Often, this is when the person passes a threshold lead score or grade. The Sales team pick up the opportunity and drive it through the sales process.

What happens to a lead when it becomes qualified Salesforce?

When you convert qualified leads, Salesforce moves any campaign members to the new contacts. The leads become read-only records, unless your administrator gives you permission to edit them.