Leads are people and companies that you’ve identified ……………………………
as potential customers.
In Salesforce, information about leads is stored in ……………
Lead records.
Not all companies use leads. Some companies work their entire pipeline as —————, dividing deals into ______________ and qualified groupings.
opportunities,
unqualified
Advantages to using leads:
Better track,
Report on,
and target marketing campaigns to prospective customers.
Adding Leads to Salesforce
Sales>Lead>New>enter info>save
Leads can be importing by a file into Salesforce or through an automatic process, such as a ?
Web-to-Lead form that collects leads from your business website.
Leads can automatically, be assigned to owners based on the :
lead’s geographical location.
to a queue.
If the lead is involved in any marketing campaigns, they are listed in ?
the Campaign History for the lead.
Under the lead’s Details tab you can?
find and update information about the lead.
Use the lead’s Activity tab to ?
log your calls and emails
Features under the lead records are:
Details Activity Task Events News Chatter
The lead’s status is an important indicator that helps you track where each lead is in your?
sales process.
The common way to update a lead’s status is to click:
Edit while viewing the lead’s record, change the Lead Status, and click Save
When you qualify a lead, you can convert the lead record into an ?
opportunity
When you convert a lead, Salesforce uses the information stored in the lead record to create _________, __________, and an __________.
a business account, a contact, and an opportunity.
Person accounts don’t include a company name, therefore lead is converted into a ____________ and an _____________.
person account
opportunity
Convert a lead to opportunity by:
Go to the leads>
select the lead record you’re converting>
convert>
create new or choose existing
fill in the fields>
convert
You can use ___________ Builder to automate the standardization of opportunity names
Process
New leads are marked as
Unread
New leads are listed under ?
My Unread Leads list view on the Leads tab.
When you view or edit an “Unread” lead, it is automatically marked as
“Read.”
