Name: Salesforce Tutorial - Working with leads
Uploaded: 2022-11-23T18:25:23.000Z
Duration: 5 min 43 s
Description: Thousands of YouTube videos with English-Chinese subtitles! Now you can learn to understand native speakers, expand your vocabulary, and improve your pronunciation...

- [Christopher] The leads data object maintains

a clean separation from the existing customers,

clients, and partners in your Salesforce organization

and offers an intuitive way to track prospects.

Leads within your Salesforce organization will allow you

for the type of outreach your organization manages.

Leads are an optional aspect of Salesforce.

for folks that aren't already doing business with you.

separate from those who have not yet converted.

is that once prospects have become part of an outreach,

the leads who have not yet converted can be quickly removed

All of your Salesforce data types called objects come

And leads starts with a robust list of fields

but you can also add custom fields as well

if you'd like to add additional data types.

There are some powerful features within leads.

Leads can be followed, tracked, and shared through Chatter,

Leads can also be marked with a status to help visualize

the strength or weakness of that prospect.

with the prospect's social media profiles.

it's converted and split into an account and contact pair.

to the account-contact pair upon conversion

so that nothing is lost in the conversion translation.

First of all, you need to be signed in, of course.

Let's talk about adding, editing, and deleting a lead,

First, we want to go over to the Leads tab,

Then we're going to go ahead and enter our lead data.

Salesforce has a convenient status option

that are within the form indicate required fields,

We can also do other things with our lead

to track important information, details, and files.

we can log a call by entering notes from the call

When you're done, you can go ahead and click Save.

including noting reminders for future calls,

or noting any past or future completed task,

anything at all you can use the Task tab for.

Here, you can record meetings on your calendar

Events are cross-reference to your Salesforce calendar.

It allows you to send emails to this lead prospect.

All we have to do is click the Edit button

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Salesforce Tutorial - Working with leads

specific

access

aspect

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