You want to know, if you can convert a Lead without an associated Account and Contact into an Opportunity.
SAP Cloud for Customer
You can convert a Lead without an associated Account and Contact into an Opportunity by using the following steps:
- Go to the Sales work center.
- Select the Leads view.
- Open any lead.
- Click the Actions button.
- Choose the Convert to Opportunity option.
- A new quick create window opens and the mandatory fields are automatically taken over.
- Click the Save button.
- The Lead is converted into an Opportunity.
After converting the Lead into an Opportunity the Account and Contact are automatically activated in the system.
KBA , LOD-CRM , Cloud for Customer , How To