Convert Lead



Parameters :

User/contact : Used to select the Default document create user name.

Expected Close Date : Here we can give the expected lead close date

Description : Used to give description details.

Sales Stage : Used to select the sales stage for the lead.

Opportunity Amount : For mention the Opportunity amount

Currency : Used to mention the currency type for that conversion

Sales Representative : Used to mention the sales rep name

Business Partner Group : the group name is used for select the BP group for newly generated documents.

Business partner Type : Types also we can select while run the process

Create Opportunity : If we want to generate the opportunity for the lead the we need to select.

Customer : If this lead is from existing customer means we can select this.

Process use :

        By Using this process we can convert the lead from lead to customer , and also we can create the Sales Opportunity too.