What Is Lead In Salesforce?

Have you ever wondered what is a lead in Salesforce? Lead Management is a very important topic for any enterprise. Also, a business needs to care about its data quality to be able to drive meaningful insights from the data for better decisions.

Millions of people are enjoying the service of Salesforce. Being one of the top leading CRM (Customer Relationship Management) service providers, it has created a scope for people to engage in marketing, sales and business more actively. This platform has made it quite easier to manage all those things through their various services. The cloud computing system made it an absolute hit in the technological world based on CRM.

While this platform brings customers and companies altogether, it has provided services to manage all the people at different levels for different tasks. For different purposes and tasks, Salesforce has created different sections and figures. Peoples are introduced differently according to their demands and types.

Salesforce has Account, Contact, and Opportunities to keep data records of different companies and people with whom get to interact for business purposes. With these Accounts, Contact, and Opportunities you can have a complete idea about your customers. That’s where Leads take entry in the picture. With the help to identify the promising customers and record their data for you.

What is Leads?

If you are thinking about launching a product in the market but don’t have any idea about customer’s interest and response, Leads can help you in that case. Leads retain a significant position in Salesforce.  People who are interested in products and services in Salesforce are labeled as Leads. Bringing out loyal customers is one of the aspects of it.

Lead helps you to identify the potential customers for your product. It is an influential interface that gives you direction about what you should do to generate attention from promising customers. By forming a sales path for you assists you to build an eminent plot through various directions. You can increase your sales by managing your leads structurally and methodically while you can increase and converting the number of leads.

When you are working with Leads, you get the chance to determine your target regarding the sales of your product. You can exclude the ones who are not expedient. Thus you and your team can be more productive and work actively to reach the highest target.

Now, when you are working on a task, you need to associate with the leads. You can convert the qualified one to contact and directly associate with, regarding that particular task. You can revisit the one that you have marked Unqualified later if you need for further association.

To work with leads, you need to Establish Leads at first.

Establish Leads

You can establish Leads and configure goals and opportunities for your team to work on. You can assign your team for Lead management and other tasks regarding the matter.

To create Leads, you need to go through the following processes:

1. After logging in to your Salesforce Account click on the Lead tab of the main page.
   
2. Now, click on the “New” button to create a new lead.
   
3. Fill in the required information and save.
   

Finally, You have created a new lead.

Now, as you have created Leads, you need to Operate Leads for further process.

Operate Leads

After building the leads, you need to manage them effectively. You have to view the leads regularly. And also the conversion should be done to create contacts and opportunities. While managing the leads, features of Salesforce should be updated to control the overall work.

There you will find the options to review the overall processes to maintain the leads. You can convert the leads into contact and also find duplicate leads and manage them.

Now that you have learned all about leads, you just need to work with proficient and achieve your goal.

Summary: What is Lead in Salesforce?

• Salesforce treats leads as potential customers and their contact information is stored in the lead object.
• Leads can be created manually by a user or captured through web-to-lead application.Leads can be converted to account, contact and opportunity which are permanent records in salesforce.com.
• When a lead is converted, the converted lead is archived and inaccessible except via reports.
• Once a Lead is qualified it is converted into an Opportunity.
• To create new lead go to your home page->leads->new 
• This article covers what leads are, how to create them and how they relate to the rest of Salesforce's objects.