How to create a lead in Salesforce
This guide provides step-by-step instructions on how to create a lead in Salesforce. By following these steps, you will be able to efficiently and accurately add new leads to your Salesforce database, helping you streamline your sales process and effectively manage your potential customers.
Amber Kahr
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6 steps
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14 seconds
Salesforce
1
Click "Leads"
2
Click "New"
3
Complete the required fields.
4
Click the "*Last Name" field.
5
Click the "First Name" field.
6
Click "Save"