You are here:
Leads FAQs
Find answers to common questions about leads.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Starter, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Pro Suite, and Developer Editions with Sales Cloud |
- What Is a Lead?
Leads are people who are interested in your product and service. Converting leads to loyal customers provide success within a business. By managing your leads in a systematic and structured way, you can increase both the numbers of leads you generate and how many leads you convert. - What are the advantages of using leads?
Using leads allows your company to maintain two separate lists - one for prospective customers and one for existing customers. You can store your prospects as leads, and then when a lead becomes qualified, you can convert it to an account, contact, and, optionally, an opportunity. - Can I automatically email leads that come from my website?
Yes. You can create auto-response rules to email these prospects using templates that vary based on criteria that you set up. - Can I capture leads from multiple web pages?
Yes. Insert the generated HTML code into the web pages from which you want to capture leads. Whenever someone submits information on any of those web pages, a lead is created. - Can I convert existing accounts or contacts into leads?
No. As an alternative, create an opportunity for the account or contact. If you prefer to use a lead, create a report containing the accounts or contacts you want to convert into leads, export them, and then import them as leads. - How are lead fields mapped to other fields during conversion?
When you convert a lead, data in standard lead fields is transferred into standard account, contact, and opportunity fields. For custom lead fields, the data is mapped to custom account, contact, and opportunity fields as specified by your admin. - How can I be sure that leads aren’t lost?
The daily limit for Web-to-Lead requests is 500. If your organization exceeds its daily Web-to-Lead limit, the Default Lead Creator (specified in the Web-to-Lead setup page) receives an email containing the additional lead information. - How can I tell which of my leads are new?
When a lead is assigned to you, either manually transferred, imported, or generated from the web, the lead is marked as “Unread,” that is, it has a check mark in the Unread column on leads list views. - How can our webmaster test the Web-to-Lead page?
Add the following line to your Web-to-Lead page code if you want to see a debugging page when you submit the form. Don't forget to remove this line before releasing the Web-to-Lead page on your website. - How many leads can we capture from our website?
In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, you can capture up to 500 leads in a 24-hour period. - What happens when I convert leads?
When you convert a lead, Salesforce creates an account, contact, and optionally an opportunity, using information from the lead you’re converting. - What if my company reaches the limit for web-generated leads?
The daily limit for Web-to-Lead requests is 500. If your company generates more leads than the maximum allowed, the Default Lead Creator (specified in the Web-to-Lead setup page) receives an email containing the captured information. Contact Customer Support if your company wants to generate over 500 Web-to-Lead requests per day. - What status is assigned to web-generated leads?
All new web leads are marked with a status equal to the “default status” that your administrator selects when editing the Lead Status picklist values - Who owns new web-generated leads?
Your administrator can create a lead assignment rule to determine how web leads are automatically assigned to different users or queues.
Did this article solve your issue?
Let us know so we can improve!
