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Creating a lead in Salesforce.
Benjamin Johnson
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0 step
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4 minutes
Salesforce
LinkedIn
Zoominfo
1
Navigate to Salesforce.
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Click "Show Navigation Menu"
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Click "Leads"
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Click "New"
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Click the "First Name" field.
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Put in the first and last name
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Click the "Title" field and put their title.
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Type in the title.
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Click the "Phone" field.
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Type in the phone number.
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Click the "Email" field.
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Type in the email.
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Click the "Website" field.
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Type in the website.
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Click the "Name of the referrer" field.
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Type your name or who you received the lead from.
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Click the "*Brand Lookup" field.
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Type the brand.
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Switch the brand name here also.
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Click the "*Company" field.
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