Set Up Leads

Configure leads to make them work for your sales department.

• 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.
• Define Default Settings for Lead Creation
  Specify default lead behavior for your org so that your sales teams can nurture leads efficiently.
• Generate Leads from Your Website with Web-to-Lead
  Generate up to 500 leads per day by capturing data from prospects who provide contact information. You can also redirect prospects to other web pages that are critical to campaign success.
• Generate Leads with Buyer Assistant
  Buyer Assistant bots include CRM-powered dialogs and automation flows that notify relevant team members when a customer is chatting, route leads to your sales team, and schedule customer meetings. After you create a buyer assistant, personalize the conversation experience and adjust the built-in flows to meet your business needs. To set up your buyer assistant quickly, use the guided onboarding experience.
• Generate Leads from LinkedIn Lead Gen Ads
  Add another source of leads for your sales team by connecting LinkedIn Lead Gen advertisements to Salesforce. When prospective customers fill out a form on your LinkedIn ad, we convert the data directly to new leads in Salesforce.
• Let Users View and Edit Converted Leads
  Assign the View and Edit Converted Leads permission to the marketing and sales operations users who need to view and edit converted leads.
• Map Custom Lead Fields for Lead Conversion
  Get the most out of records created from converted leads when you map custom lead fields to fields on the records they’re converted to. Using custom fields can provide more context about the opportunity, and provide ways to highlight records for use in flows and other means.
• Enable Lead Conversion in the Salesforce Mobile App
  In Salesforce for Android and iOS, users can convert leads in much the same way as the full Salesforce site. Make this option available to sales reps in a few steps.