• Choose "Marketing & Engagement" from the main menu on the left side of the screen.
  
  
• Choose "Leads/Opportunities" - This will direct you to the Lead List and display your organization's leads.
  
  
• Find the Lead you want to convert and open it. - This will take you to the Lead Workspace.
  
  
• There are two convert buttons on the "Lead Details" tab.
  1. In the title bar, on the right side of the screen, there is a small convert icon.
  2. At the bottom of the "Lead Details" page: "Convert Lead..."
• Clicking either of these buttons will bring up the "Convert This Lead" window.
  
  
• In the window, select the Constituent Type you want to convert the Lead to.
  
  
• Click the Convert This Lead button.
  
  
• The window will close, and you will be redirected back to the Lead List.
  
  
• You have successfully converted a Lead/Opportunity.