Creating a lead in Salesforce. | Scribe

    Creating a lead in Salesforce.

    • |
    • 29 steps |
    • 4 minutes
    1
    Navigate to Salesforce.
    2
    Click "Show Navigation Menu"
    3
    Click "Leads"
    4
    Click "New"
    5
    Click the "First Name" field.
    6
    Put in the first and last name
    7
    Click the "Title" field and put their title.
    8
    Type in the title.
    9
    Click the "Phone" field.
    10
    Type in the phone number.
    11
    Click the "Email" field.
    12
    Type in the email.
    13
    Click the "Website" field.
    14
    Type in the website.
    15
    Click the "Name of the referrer" field.
    16
    Type your name or who you received the lead from.
    17
    Click the "*Brand Lookup" field.
    18
    Type the brand.
    19
    Switch the brand name here also.
    20
    Click the "*Company" field.