Track prospects apart from your contacts and opportunities with Salesforce lead records.
After you’ve qualified your lead records, convert them to contacts and create accounts for them
(if you don’t already have the accounts in Salesforce). And hopefully, create opportunities to
bolster your pipeline.
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
Regardless of whether you’re working in Lightning Experience or Salesforce Classic, you work
with a list of leads. From the list, you quickly create, locate, and work with the leads
you’re focusing on at the moment.
Associate relevant events and tasks with those leads. And convert your qualified leads to
contacts that have opportunities associated to them. For any lead records that you mark
Unqualified, plan to revisit them later to see whether those prospects’ needs for your
products and services changed.
Planning Your Leads Implementation Before you set up lead management, answer these questions to make sure that you have the information that you need to set up and use leads.
Set Up Leads Configure leads to make them work for your sales department.
Manage Leads View, update, and convert leads as you build your pipeline.
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