How do I use Salesforce for lead management?
Lead management is an important part of any successful sales process. Salesforce is a powerful CRM platform that can help you manage leads more effectively. With Salesforce, you can track leads from initial contact to conversion, automate lead scoring and routing, and gain insights into your sales pipeline. Knowing how to use Salesforce for lead management can help you streamline your sales process and maximize your sales team's efficiency.
Grace Everwood
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6 steps
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10 seconds
Salesforce
1
"Go to the Salesforce homepage" (https://www.salesforce.com/).
2
"Log in" to your Salesforce account.
3
"Click on the Leads tab" in the navigation bar.
4
"Click on the New button" to create a new lead.
5
"Fill out the lead form" with the necessary information.
6
"Click Save" to save the lead.