QuestionQ1275

Data Management

The events manager at DreamHouse Realty has a hot lead from a successful open house that must become a Contact with an associated Opportunity.

How should this be done from the Campaign while retaining the associated Campaign Member history?

  • A Clone the lead and convert the cloned record to a Contact.
  • B Delete the lead and create a new Contact and Opportunity.
  • C Add a Contact from the Campaign Member Detail page.
  • D Convert the lead from the Campaign Member Detail page.
Explanation

Salesforce lets a lead-based Campaign Member be converted directly from its detail page. Conversion creates the Contact and can create the associated Opportunity; the Campaign Member remains part of the Campaign and changes from a lead-based member to a contact-based member, preserving the campaign membership.

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