How to Convert a Lead in Salesforce | Convert into account contact opportunity | User Training

[@creytn]

this is the exact video I think I need - You see the Record Type on the Opportunity at the @5:51 mark? I just need to know HOW to put those in. Please Lol.

[@codstealth5540]

Do we need to do cold calling seprately or does CRM automatically does all?

[@SahitiSeemakurti]

how did you get all this demo data?

[@romimadia6467]

IYO, why would an opportunity create an account that you may end up losing? It seems to me there could be quite a few Accounts in SF that were never accounts in the first place. Is it strictly for forecasting analytics?

[@BugsbunnyEh]

Thank you this is nice.

[@salesforceemily]

Happy to help!