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Configure Lead Management
Set up lead fields, default settings, assignment rules, and lead capture so your sales team can track prospects, manage the inbound lead process, and build a strong pipeline of 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 |
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Set up your lead fields.
Create custom lead fields that track information specific to your company. Then, map them to account, contact, and opportunity fields so that the data carries over when users convert leads. You can also modify some standard fields. For example, edit the Lead Status field to change the default status for new and converted leads.
- Specify your default lead settings.
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Create sales queues for leads or custom objects.
See Set Up Queues.
- Set up lead assignment rules to assign leads automatically.
- Assign permissions to your marketing and sales operations teams so that they can view and edit converted leads.
- (Optional) Set up Web-to-Lead to capture leads from your website automatically.
- (Optional) Connect LinkedIn Lead Gen advertisements to Salesforce to capture leads from LinkedIn.
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(Optional) Set up Lead Intelligence View to give users a more comprehensive view of
their leads.
From Setup, in the Quick Find box, enter Lead Intelligence View Setup, and then select Lead Intelligence View Setup. Then, complete the steps.
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