|Available in: Salesforce Classic and Lightning Experience|
|Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
Before your organization begins using leads, you can perform the following setup:
- Customize the default Lead Settings.
- Create lead queues to help manage the distribution of leads.
- Set up lead assignment rules to automatically assign leads.
- Set up Web-to-Lead to automatically capture leads from your website.
- Import your organization’s existing leads.
- Create custom lead fields.
- Map custom lead fields to other custom fields for lead conversion.
- Edit the Lead Status picklist to choose the default status for new and converted leads.