Convert a lead into an opportunity

---
title: Convert a lead into an opportunity
description: Convert a lead into an opportunity in Lead Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/lead-management-use-convert-lead.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Lead Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Convert a lead into an opportunity

Convert a lead into an opportunity in Lead Management.

## Before you begin

Role required: sales\_agent

## Procedure

1.  In the CRM Workspace, select the **List** view.

2.  In the **Leads - All** list, select the lead that you’re working with.

    -   For a business customer, select **Convert lead** > **to an account** and fill in the fields in the form.

<table id="table_ysf_l2l_dcc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Account

</td><td>

Name of your customer account.-   Create new: Select if you want to create a new account.
-   Choose existing: Select if the customer is your existing account.


</td></tr><tr><td>

Contact

</td><td>

Name and email of your customer contact.-   Create new: Select if you want to create a new contact.
-   Choose existing: Select if the contact already exists.


</td></tr><tr><td>

Opportunity

</td><td>

Details to create an opportunity. To learn more, see [Create an opportunity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-new-opportunity.md).-   Create new: Select if you want to create a new opportunity.
-   Choose existing: Select if you already have an existing opportunity.
**Note:** Select the check box if you don't want to create an opportunity for the lead.

</td></tr></tbody>
</table>    -   For a consumer account, select **Convert lead** &gt; **to a consumer** and fill in the fields in the form.

<table id="table_v3z_wll_dcc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Consumer

</td><td>

Name and email of your consumer.-   Create new: Select if you want to create a new contact.
-   Choose existing: Select if the contact already exists.


</td></tr><tr><td>

Opportunity

</td><td>

Details to create an opportunity. To learn more, see [Create an opportunity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-new-opportunity.md).-   Create new: Select if you want to create a new opportunity.
-   Choose existing: Select if you already have an existing opportunity.
**Note:** Select the check box if you don't want to create an opportunity for the lead.

</td></tr></tbody>
</table>3.  Select **Convert Lead**.

    A dialog box appears for the successful conversion of your lead into an opportunity. You can select the new opportunity record that was created.


**Parent Topic:**[Using Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-using.md)

**Related topics**  


[Configuring Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-lead-management.md)

[Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management.md)