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ADM-201 · Question #342

The events manager at DreamHouse Realty has a hot lead from a successful open house that needs to become a Contact with an associated Opportunity. How should this be accomplished from the Campaign…

The correct answer is B. Convert the lead from the Campaign Member Detail page. To convert a hot lead into a contact and associated opportunity while preserving campaign member history, the administrator should convert the lead directly from its Campaign Member Detail page.

Submitted by fernanda_arg· Apr 18, 2026Sales and Marketing Applications

Question

The events manager at DreamHouse Realty has a hot lead from a successful open house that needs to become a Contact with an associated Opportunity. How should this be accomplished from the Campaign keeping the associated Campaign Member history?

Options

  • AClone the lead and convert the cloned record to a Contact.
  • BConvert the lead from the Campaign Member Detail page.
  • CAdd a Contact from the Campaign Member Detail page.
  • DDelete the lead and create a new Contact and Opportunity.

How the community answered

(41 responses)
  • A
    2% (1)
  • B
    95% (39)
  • C
    2% (1)

Why each option

To convert a hot lead into a contact and associated opportunity while preserving campaign member history, the administrator should convert the lead directly from its Campaign Member Detail page.

AClone the lead and convert the cloned record to a Contact.

Cloning the lead creates a duplicate record, and converting the clone might not correctly transfer the campaign member history from the original lead.

BConvert the lead from the Campaign Member Detail page.Correct

Converting a lead from the Campaign Member Detail page ensures that the lead's association with the campaign is maintained after conversion. The newly created Contact and Opportunity will inherit the campaign member history from the original lead.

CAdd a Contact from the Campaign Member Detail page.

Adding a Contact from the Campaign Member Detail page is for associating an *existing* contact with a campaign, not for converting a lead.

DDelete the lead and create a new Contact and Opportunity.

Deleting the lead and creating new records would result in the loss of the campaign member history associated with the original lead, failing to meet a key requirement.

Concept tested: Lead Conversion and Campaign Membership

Source: https://help.salesforce.com/s/articleView?id=sf.leads_convert_campaign.htm&type=5

Topics

#Lead Conversion#Campaign Management#Sales Process

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