Convert campaign responses to leads or opportunities

You can convert a campaign response A record of the communication you receive from a potential customer in response to a specific campaign. to another record, such as a lead A potential customer who must be qualified or disqualified as a sales opportunity. If a lead is qualified, it can be converted to an opportunity, account, and/or contact., quote A formal offer for products or services, proposed at specific prices and related payment terms, which is sent to an opportunity, account, or contact., order A confirmed request for delivery of goods or services based on specified terms. An order is a quote that has been accepted by a customer., or opportunity A potential revenue-generating event or sale to an account that needs to be tracked through a sales process to completion.. You can also use the campaign response to convert an existing lead to an account A company that might do business with your organization.. Converting a campaign response automatically closes it.

Can I do this task?

1. In the Navigation Pane, click Marketing, and then click Campaigns.
2. Click the name of the campaign that contains responses that you want to qualify.
3. Under Related, click Campaign Responses.
4. Click the individual campaign response that you want to qualify.
5. In the Actions group, click Convert Campaign Response.
6. In the Close and Convert the Response dialog box, click Close response and convert into a record, and then do one of the following:
   • To create a new lead record, click Create New Lead.
   • To use the campaign response to convert an existing lead to an account or contact record, click Convert an existing lead. You can click the Lookup button to search for the existing lead.
   • To create an opportunity, quote, or order for an existing customer, click Create new record for a customer, and then click the type of new record you want to create. In the Create new record for a customer box, click the Lookup button to search for and select an existing account or contact record.

     If you do not have a record for the existing customer, you can click New in the Look Up Records dialog box to create the record now.

     Note

     By default, the currency for the new record will be selected. To select a different currency, in the Currency box, click the Lookup button to search for and select another currency.

7. To open the new record, select the Open newly created records check box. After you click OK, forms for any new leads, quotes, orders, or opportunities open, and you can fill out additional information about each new record.
8. Click OK.

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