Create a new lead in Salesforce
Benjamin Johnson
25 steps
3 minutes
Salesforce
1
Navigate to Leads in your Sales Console Dropdown
2
Click "New"
3
Click the "First Name" field.
4
Enter the first name.
5
Click the "*Last Name" field.
6
Enter the last name.
7
Click the "Title" field.
8
Type in the title
9
Click the "Phone" field.
10
Type the phone number
11
Click the "Mobile" field.
12
Type the cell number if you have it
13
Click the "Email" field.
14
Type the email.
15
Click the "Website" field.
16
Enter the website url
17
Click the "*Brand Lookup" field.
18
Select the appropriate brand.
19
Click the Product Interest dropdown.
20
Select the product interest.
21
Click the "*Company" field.
22
Enter the company name.
23
Select the Lead Source dropdown
24
Click "Acquired List"
25
Click "Save"
Create a new lead in Salesforce
Benjamin Johnson
25 steps
3 minutes
Salesforce
1
Navigate to Leads in your Sales Console Dropdown
2
Click "New"
3
Click the "First Name" field.
4
Enter the first name.
5
Click the "*Last Name" field.
6
Enter the last name.
7
Click the "Title" field.
8
Type in the title
9
Click the "Phone" field.
10
Type the phone number
11
Click the "Mobile" field.
12
Type the cell number if you have it
13
Click the "Email" field.
14
Type the email.
15
Click the "Website" field.
16
Enter the website url
17
Click the "*Brand Lookup" field.
18
Select the appropriate brand.
19
Click the Product Interest dropdown.
20
Select the product interest.
21
Click the "*Company" field.
22
Enter the company name.
23
Select the Lead Source dropdown
24
Click "Acquired List"
25
Click "Save"
