Do you know how to manage leads properly and what statuses they can have? In this video, you will learn about the Lead process in CRM, using Salesforce Sales Cloud as an example.
My name is Nikita, and I’m a Salesforce developer at ENWAY.
Firstly, what are leads? Leads are potential customers who have shown interest in your product or service but haven’t made a purchase yet. They’re at the initial stage of the sales process and are the fundamental part of it.
Salesforce allows you to organize leads into different statuses, representing their progression through the sales pipeline. When the Lead is converted, three new objects will be created – an Account, Contact, and Opportunity.
Lead Process in Salesforce
Let’s walk through the basic Lead process in Salesforce and learn how to manage leads.
Final Thoughts
Here are the Lead object and Lead process explained in Salesforce. If the video resonated with you, please give it a thumbs up and subscribe for ongoing Salesforce insights. And if you need some Salesforce customization, we are here to help.
