Lead/Opp- Create and Convert Leads as Potential Customers Flashcards Preview

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Flashcards in Lead/Opp- Create and Convert Leads as Potential Customers Deck (21)
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1
Q

Leads are people and companies that you’ve identified ……………………………

A

as potential customers.

2
Q

In Salesforce, information about leads is stored in ……………

A

Lead records.

3
Q

Not all companies use leads. Some companies work their entire pipeline as —————, dividing deals into ______________ and qualified groupings.

A

opportunities,

unqualified

4
Q

Advantages to using leads:

A

Better track,
Report on,
and target marketing campaigns to prospective customers.

5
Q

Adding Leads to Salesforce

A

Sales>Lead>New>enter info>save

6
Q

Leads can be importing by a file into Salesforce or through an automatic process, such as a ?

A

Web-to-Lead form that collects leads from your business website.

7
Q

Leads can automatically, be assigned to owners based on the :

A

lead’s geographical location.

to a queue.

8
Q

If the lead is involved in any marketing campaigns, they are listed in ?

A

the Campaign History for the lead.

9
Q

Under the lead’s Details tab you can?

A

find and update information about the lead.

10
Q

Use the lead’s Activity tab to ?

A

log your calls and emails

11
Q

Features under the lead records are:

A
Details
Activity
Task
Events
News
Chatter
12
Q

The lead’s status is an important indicator that helps you track where each lead is in your?

A

sales process.

13
Q

The common way to update a lead’s status is to click:

A

Edit while viewing the lead’s record, change the Lead Status, and click Save

14
Q

When you qualify a lead, you can convert the lead record into an ?

A

opportunity

15
Q

When you convert a lead, Salesforce uses the information stored in the lead record to create _________, __________, and an __________.

A

a business account, a contact, and an opportunity.

16
Q

Person accounts don’t include a company name, therefore lead is converted into a ____________ and an _____________.

A

person account

opportunity

17
Q

Convert a lead to opportunity by:

A

Go to the leads>

select the lead record you’re converting>

convert>

create new or choose existing

fill in the fields>

convert

18
Q

You can use ___________ Builder to automate the standardization of opportunity names

A

Process

19
Q

New leads are marked as

A

Unread

20
Q

New leads are listed under ?

A

My Unread Leads list view on the Leads tab.

21
Q

When you view or edit an “Unread” lead, it is automatically marked as

A

“Read.”