> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Convert a stakeholder to a lead or contact

There are two ways to convert a stakeholder to a Salesforce lead or contact: from the stakeholders table or from the stakeholder detail.

## Prerequisites

* You need permission to create leads or contacts in Salesforce

## Quick reference

| Action               | Where                           | Steps                                                       |
| :------------------- | :------------------------------ | :---------------------------------------------------------- |
| Convert from list    | Strategy → Stakeholders tab     | Click the **Convert to Record** icon on the stakeholder row |
| Convert from detail  | Stakeholder sheet → Actions tab | Click **Link stakeholder to Salesforce**                    |
| Unlink a stakeholder | Stakeholder sheet → Actions tab | Click **Unlink Contact** or **Unlink Lead**                 |

View the video or the written instructions below

<video src="https://mintcdn.com/shiftup/lg7GuXcz34Rzq6Mq/videos/Convert%20Stakeholders.mp4?fit=max&auto=format&n=lg7GuXcz34Rzq6Mq&q=85&s=71f43643c549b4c1020821c01e608697" controls data-path="videos/Convert Stakeholders.mp4" />

## Option 1: Convert from the stakeholders table

Use this method for quick conversions without leaving the strategy page.

<Steps>
  <Step title="Open the Stakeholders tab">
    Navigate to your strategy and click the **Stakeholders** tab.
  </Step>

  <Step title="Click Convert to Record">
    Click the **Convert to Record** icon (person with a plus sign) on the stakeholder row. This icon only appears for unlinked stakeholders.
  </Step>

  <Step title="Complete the Salesforce flow">
    Choose to create a **new lead**, a **new contact**, or link to an **existing record**. ShiftUp pre-fills name, email, salutation, and title from the stakeholder's profile.
  </Step>
</Steps>

## Option 2: Convert from the stakeholder sheet

Use this method when you are already reviewing a stakeholder's details.

<Steps>
  <Step title="Open the stakeholder detail">
    Click a stakeholder's name to open their detail sheet.
  </Step>

  <Step title="Go to the Actions tab">
    Click the **Actions** tab. The first tile shows the Salesforce link status.
  </Step>

  <Step title="Click Link stakeholder to Salesforce">
    Click the tile to launch the Salesforce conversion flow. Complete the same steps as Option 1.
  </Step>
</Steps>

## Unlinking a stakeholder

To disconnect a stakeholder from Salesforce, open their sheet, go to the **Actions** tab, and click **Unlink Contact** or **Unlink Lead**.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Convert to Record icon is not visible">
    The icon only appears for unlinked stakeholders. If you see a **Contact** or **Lead** badge, the stakeholder is already linked.
  </Accordion>

  <Accordion title="Account information is missing error">
    The conversion flow requires account context. Make sure the account is associated either by the email address domain of the stakeholder or that the strategy is linked to an account.
  </Accordion>

  <Accordion title="Stakeholder linked but badge does not appear">
    Refresh the page. If the badge still does not appear, try unlinking and re-linking the stakeholder.
  </Accordion>
</AccordionGroup>