What They Are #
A Lead is a sales prospect who has expressed interest in your product or company, or a prospect that you yourself have come across, but not yet contacted and qualified.
Creating A Lead #
- Click Save.
- Open the Lead Object view.
- Click New in the Quick Action ribbon.
- Enter the required information for the Lead.
Updating Lead Status #
Use the pencil to edit the Lead Status in the Details window in the Lead Record view.
Converting a Lead to an Opportunity #
- Click Convert in the Quick Action ribbon inside the Lead Record view.
- Make any needed updates.
- Give the Opportunity a name after the dash.
- Example: John Doe- Rodent Prevention
- Click Convert.
Important Note!!! #
- Once converted, the Lead will cease to exist!