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Sales Basics
Define Default Settings for Lead Creation

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Define Default Settings for Lead Creation

Specify default lead behavior for your org so that your sales teams can nurture leads efficiently.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Starter, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Pro Suite, and Developer Editions with Sales
User Permissions Needed
To change lead settings: Customize Application
  1. From Setup, in the Quick Find box, enter Lead Settings, and then select Lead Settings. Then, click Edit.
  2. Select a default lead owner.
    To email the default lead owner when they receive a lead, select Notify Default Lead Owner.
  3. Define your lead conversion settings.
    Users who convert leads become the new lead owner. To prevent the Lead Status value from changing to the new owner's default value, select Preserve Lead Status.
  4. Define your lead merge and lead email notification settings.
  5. Define your LinkedIn Lead Gen settings.
    If you plan to use LinkedIn as a source of leads, select Use LinkedIn Lead Sync APIs with Lead Forms. After turning on the setting, complete the additional configuration required.
  6. Save your settings.
 
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