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When you convert the first lead, that will establish the new account record.
As you convert subsequent leads, you can simply create new opportunities against the existing account:- From the lead detail page, click Convert.
- Optionally, change the owner of the new records. This reassigns all notes, attachments, and open activities to the new owner but does not change closed activities. Select the Send Email to the Owner checkbox to send an automated email to the new owner. Note _img src="https://help.salesforce.com/img/help/helpNote_icon.gif" /_If you have a trigger set to fire when new records are created, the trigger temporarily assigns a system user as the owner of the created records. After the trigger finishes, the owner is set to the lead owner.
- In the Account Name field, select a new account or search for an existing account. Click View to open a printable view of the existing account. Information from the lead is inserted only into blank fields; it will not overwrite existing account data.
- If you update an existing person account, select the checkbox to overwrite the Lead Source field in the person account with the value from the lead.
- In the Opportunity Name field, enter a name for the new opportunity, or select the Do not create a new opportunity upon conversion checkbox if you don’t want to create an opportunity.
- In the Converted Status picklist, select a status for the converted lead. Choices include statuses marked as “converted” by your administrator.
- Optionally, fill in the following fields to schedule a follow-up task that is automatically assigned to the record owner:
- Subject—Subject of a task; for example, “Email quote to customer.” You can enter a subject or select from a picklist of previously defined subjects.
- Due Date (optional)—Date when the task is due to be completed. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field.
- Activity Currency—You’ll see this field if your organization uses multiple currencies. Select a currency to associate with this task.
- Comments (optional)—A description of the task. This text field can hold up to 32 KB of data.
- Status—Current status of a task; for example, Not Started or Completed. Your administrator can customize the selections in the picklist.
- Priority—Indicates the urgency of the task;, for example, Low, Medium, or High. Your administrator can customize the selections in the picklist.
- Send Notification Email (optional)—Select this checkbox to send a notification about this task to the assignee.
- Reminder (optional)—Select this checkbox to schedule a reminder for this task.
- Click Convert.
- If a duplicate contact exists, choose whether to create a new contact or update the existing contact. Information from the lead is inserted only into blank fields; it will not overwrite existing contact data.
- When updating an existing contact, check the box if you want to overwrite the Lead Source field in the contact with the value from the lead.
- Click Convert to finish.
