Can I convert a lead without creating a deal upon conversion?
Yes. You can convert a Lead without creating a deal upon conversion by selecting the Do not create a new Deal upon Conversion checkbox in the Convert Leads page.
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Can I convert a Lead to a Deal without creating an Account?
No. Converting a Lead to a Deal by default always creates an Account and a Contact (as in a typical B2B scenario).Lead Conversion and Deal Closure Prediction
Sales people work hard towards building a strong sales pipeline. By predicting which leads or deals will work and which ones won't, Zia prepares you for the best and the worst of your pipeline so that you can sell more and sell better. Zia predicts ...What happens to the open activities after lead conversion?
During lead conversion, open activities related to that particular lead get automatically associated with the corresponding account, contact and deal.How can I convert Leads to Contacts without creating an Account for them?
When you create a Lead, don't enter any value in the company field. This will ensure that an Account is not created during lead conversion.What happens to the open activities after lead conversion?
During lead conversion, all the open activities related to that particular lead get automatically associated with the corresponding Account, Contact and Deal.