Lead Conversion

Lead conversion must be done in Salesforce. 

If you need to convert a Lead to a Contact/Account/Opportunity, click on the 'box with an arrow' icon to the right of the Lead's name in FrontSpin. This shortcut icon will take you to that record in Salesforce. Once there, you can convert the Lead normally.  

Please Note: Make sure to log your call notes and save any changes to the Lead before converting it. The moment the Lead is converted, the URL in FrontSpin is no longer valid. It will be replaced by a new unique URL for the Contact.