Tour : How to create and qualify a lead in Salesforce lightning
You can also watch a video of tour below.
Step 1. Click on Leads icon to add a new lead
Step 2. Click on New Button to add a new Lead
Step 3. Fill Create Lead Pop-Up
Step 4. Lead Status is critical
Step 5. Showing lead stages
Step 6. Qualify and Convert a Lead
1.Click on Leads icon to add a new lead
Click on Leads icon to add a new lead. Note that lead can be qualified or unqualified. You simply have to focus and qualify lead. Qualified lead has budget, authority, need and time to make a buy decision.
2.Click on New Button to add a new Lead
click on New Button at top right corner of screen. This will open a pop-up to add a new lead.
3.Fill Create Lead Pop-Up
Fill Create Lead Pop-Up. Ensure that you are paying attention to lead source (Partner, Google adwords, etc) and lead ratings (Hot, warm, cold).
4.Lead Status is critical
Make sure that you are entering correct lead status. Unqualified, New, Working, Nurturing and Qualified.
5.Showing lead stages
A lead can go from unqualified, to new, working, Nurturing and converted. Use BANT formula to qualify a lead. Budget, Authority, Need, Time.
6.Qualify and Convert a Lead
You can qualify and convert a lead. You need to now assign lead to an account and name the opportunity.