Work with leads¶

Use Leads for a person or business that still needs to be qualified. A lead can later become a contact and, when appropriate, an organization and opportunity.

Triage the list¶

Start with the Open, Closed, or All view. Filters, saved views, sorting, and selectable columns help narrow a large list. Use global search when you need to find a lead by name or other indexed terms.

Enable Converted leads when you need those records. Yukon moves the list to All while that toggle is active.

Open a lead to review its details and related activity before deciding what to do next.

Convert a qualified lead¶

1. Open the lead.
2. Choose the conversion action.
3. Review the matching behavior shown in the dialog. Yukon matches an existing contact by email. When the lead has an organization name, Yukon matches it by exact name or creates the needed organization.
4. Decide whether to create an opportunity.
5. Confirm the conversion, then review the resulting record links.

Yukon moves the lead's existing communications, work, and files into the resulting contact context without creating duplicate activity.