Converting leads

When you convert a

Salesforce

lead to a new contact record, any

Workspaces

files associated with the lead record become associated with the new contact record. For example, if you convert the lead record of Tracy Zinck, the files are associated with the new contact record for Tracy.

In addition to the new contact record, when a lead is converted, a

Salesforce

account record is created. Optionally, an opportunity record is also created. The

Workspaces

files associated with the lead record are not associated with the new account and opportunity record. For example, if you convert a lead from

Catering Co.

, a

Catering Co.

account record is created but the files associated with the lead do not become associated with the account record of

Catering Co.

.