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            Configure Lead Management

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            Configure Lead Management

            Help your sales team track prospects and build a strong pipeline of opportunities. Your sales teams use Salesforce leads to work and qualify their prospects with the goal of creating opportunities.

            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 set up leads: Customize Application
            To map lead fields: Customize Application

            Using leads can give your sales staff access to the latest prospects and ensures that no leads are dropped. Successful lead management helps sales and marketing manage the inbound lead process, track lead sources, and analyze return on their marketing investment.

            From Setup, get started using lead management.

            1. Turn on Lead Intelligence View (Lightning Experience only).
              1. Enter Lead Intelligence View in the Quick Find box, then select Lead Intelligence View Setup.
              2. Turn on Lead Intelligence View and add the Intelligence View button to your lead page layouts.
              3. To get the most out of Lead Intelligence View, turn on Einstein Activity Capture.
            2. Go to the object management settings for leads.
              1. From the fields section, create custom lead fields that track information specific to your company.
              2. Map your custom lead fields to account, contact, and opportunity fields so that the data gets converted when users convert leads.
              3. To choose the default status for new and converted leads, edit the Lead Status picklist.
            3. Specify your default lead settings.
              1. Enter Lead Settings in the Quick Find box, then select Lead Settings
              2. Users who convert leads become the new lead owner. To prevent the Lead Status value from changing to the new owner’s default value, turn on Preserve Lead Status.
            4. To set up lead assignment rules that automatically assign leads, enter Assignment Rules in the Quick Find box, then select Lead Assignment Rules.
            5. (Optional) To automatically capture leads from your website, enter Web-to-Lead in the Quick Find box, then select Web-to-Lead.
            6. (Optional) if your business uses LinkedIn Lead Gen ads, enter LinkedIn Lead Gen in the Quick Find box, then click LinkedIn Accounts.
            7. To let your marketing and sales operations teams edit converted leads, assign those users the "View and Edit Converted Leads" permission.
            8. To create sales queues for leads or custom objects, from Setup, enter Queues in the Quick Find box, then select Queues.

            See Also

             
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