Converting a Lead to an Account is the process of promoting a qualified lead into your official account list. Once a Lead shows buying interest, or you've validated its potential, it’s time to make it part of your active book of business.
Here’s why this matters:
Start building pending dollars – You can’t assign Opportunities to a Lead, only to Accounts.
Bring them into forecasting – Only converted Accounts show up in dashboards and pacing views.
Maintain clean data – Keep your CRM structured by only converting legitimate prospects.
Collaborate with your manager – Manager approval ensures Leads are valid and aligned with territory rules.
