C4C Lead actions functionality

[Former Member]

I would like to know the difference between two functionalities in Leads actions tab

1) Convert to account and contact -

2) Associate account and contact -

When i click on any of the functionality accounts and contacts as created in the system if those are not exist in the system.

Please let me know the differentiation with examples or possible screenshots.

Is this functionality is recently added??

[gabriel_brage · Accepted solution]

Hello Abhilash

Here are the differences between both

When you use Associate to Account/ Contact

-The lead is still in the same status as when you started editing (for eg: Open)

-You can continue to work on this lead and then convert to opportunity or sales lead per example

-Conversion facet will not show that this lead was converted to account.

When you use Convert to Account/ Contact

-The lead status is converted in definitive

-You cannot continue to work with this lead; either create an opportunity or a sales lead from this account.

-Conversion facet will show that the lead was converted to account.

I hope this clarifies your request Please also do not forget to mark this answer as correct and helpful

Best Regards

Gabriel Brage

[Former Member · Accepted solution]

Thank you so much for your response.

[former_member622187 · Accepted solution]

Hello gabriel.brage ,

Pardon me, but can you show me how to link from LEAD to OPPORTUNITY if I cannot convert from lead to opportunity. (The case is that I've already choose the action "Convert to Account and Contact")

Best Regard,

Jax Nguyen

[Former Member]

I believe Convert to Account and Contact sets your Lead status to Converted and you must work in the Opportunity

Associate to Account and Contact keeps the Lead status as Open and you an work in there

[Former Member]

Thanks for your response