Converting a Lead

Once your lead has been qualified as a business prospect, you should convert it into a contact or candidate and, if necessary, a company. If this lead/contact has a potential job to fill, you should also create an opportunity.

You can create all of these records in one streamlined workflow; information from the lead record is carried over to the converted records.

Which record types can I create from a converted lead?

Leads can be converted to:

Contact records
Company records
Candidate records
Opportunity records

What information is automatically populated from a converted lead record?

The following fields will populate, given that they are un-hidden in your database:

First name
Last name
Occupation
Company
Email
Phone number fields

Once you convert a lead, you will be able to change the status, but you will not be able to reverse that Conversion.

Converting a Lead to a Candidate, Contact, Company, and/or Opportunity

From the lead record, select Convert.

To convert the lead to a company, do one of the following:

If the lead is associated with a company that doesn't have a Bullhorn record, under Associate To Company select New.
- S-Release: Select Create New Company.
If the lead is associated with a company that already has a record in Bullhorn, under Associate to Company select Existing and use the picker to locate the company.
- S-Release: Select Associate with Existing Company and use the drop-down to locate the company.

To convert the lead to a contact or candidate, do one of the following:

If the lead is associated with a contact or candidate that doesn't have a Bullhorn record, select New.
If the lead is associated with a contact or candidate that already has a record in Bullhorn, select Existing and use the drop-down to locate the contact/candidate.

Under Create New Opportunity select Yes to create an associated opportunity record.

Click Next.

Select the opportunity type.

Complete any necessary fields.

Note: If you chose to associate the lead with a new company, contact, and/or candidate, you'll now create those records.

Select Save.

Converting a candidate

From the lead record select Convert.

To convert the lead to a candidate, click on the Convert to New Candidate Link.

You will now be prompted to create a new candidate record.
Complete any necessary fields.
Select Save.

After creating the necessary records and selecting Save, your lead will now have a status of Converted.