Open the lead record and click Convert.

A contact record will be created and it will automatically create an account. Double check the account to make sure it is correct.

This also automatically creates an opportunity. Verify that the opportunity name is descriptive and set up according to your naming conventions.

If you are done, click convert. If you would like to add additional information such as:

• A task
• Additional information (e.g. status and priority)
• Reminder

You can scroll down and enter it on the form - then click convert.