Salesforce: Convert leadClick a lead in the list, open their record, convert to contact or account.This flow demonstrates a lead conversion workflow in Salesforce CRM, where a sales user navigates from a qualified leads list, selects an individual prospect record, and executes a convert lead action. The pattern shows how CRM systems expose bulk operations through list view toolbars and individual record-level actions, enabling conversion of leads into contacts or accounts. The interface uses progressive disclosure with actionable list rows, inline field editing, and record-level detail views to support the conversion task.Direct and immediate, no confirmation dialogs, list refreshes automatically.Recorded Nov 9, 2026Inline EditRow SelectionDetail Panel Navigation

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Open lead record detailsClick on the lead name to view the full lead record and its details.

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Access lead conversion actionClick the Convert button or action menu to begin converting the lead.

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Confirm conversion detailsReview the conversion options and settings, then proceed with the conversion.

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Complete lead conversionFinalize the conversion to create an account, contact, or opportunity from the lead.

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Final screen

Salesforce: Mark as stage completedClick Mark Stage as Complete, opportunity advances through sales pipeline, guidance updates automatically.This recording demonstrates a sales pipeline advancement workflow in Salesforce where users complete opportunity stages using a dedicated Path component and action button. The interface combines a list view for browsing records with a detail view showing stage-specific guidance, success criteria, and next steps. When a user marks a stage complete, the system instantly updates the Path visualization, refreshes contextual guidance for the next stage, and displays a progress percentage—enabling sales teams to efficiently move deals through predictable funnel stages while maintaining alignment on Instant feedback with no confirmation modal, stage progresses smoothly with live guidance refresh.Recorded Nov 8, 2026Optimistic UpdateInline ExpansionMicro-interaction Toast

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Navigate to Opportunities listClick on Opportunities in the sidebar to view all opportunities in your pipeline.

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Open new opportunity recordClick on an opportunity to open its detail page and view all related information.

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Update stage to Meet & PresentSelect the Meet & Present stage to advance the opportunity through your sales process.

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Save stage completionConfirm the stage change is saved and view the updated opportunity record with new stage details.

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Final screen

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