Salesforce Leads

Salesforce Leads.pdf

(View this document to learn about Leads in Salesforce)

A way to organize your contacts and follow-up with new contacts is to use the Leads feature. Leads allow you to create a relationship with a contact or find more information before converting that contact to a contact list. Typically, that contact list that you convert the lead over to will be your county’s contacts, but in some instances that contact may be better suited to be managed in a different organization.

Some leads also appear from integrations with other apps, including Cvent and Qualtrics. For example, when a new contact signs up for an event through Cvent they will first go to your leads so you are properly notified about the new contact.

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Leads Overview

View Leads

 

Add a New Lead

 

Follow Up with a Lead

 

Convert a Lead