Salesforce | Creating a Lead and Account | Scribe

Salesforce | Creating a Lead and Account

  • Amanda Torres |
  • 7 steps |
  • 2 minutes
  • SalesforceSalesforce
1
Salesforce was built by salespeople for salespeople. Here’s how to use the day-to-day Salesforce operations in the most efficient way possible so that you can devote your time to selling. Below are two examples.
2
Navigate to [https://login.salesforce.com/](https://login.salesforce.com/)

Creating a Lead

3
Click here. Click "New Lead"
Click here. Click "New Lead"

Creating an Account

4
Click the "First Name" field. Type "Amanda [[tab]] [[tab]] Torres" Click the "Title" field. Type "Sales Development Rep" Click "Email" Click the "Email" field. Click the "Phone" field. Click the "*Company" field. Click "Website" Click "Save"
Click the "First Name" field. Type "Amanda [[tab]] [[tab]] Torres" Click the "Title" field. Type "Sales Development Rep" Click "Email" Click the "Email" field. Click the "Phone" field. Click the "*Company" field. Click "Website" Click "Save"
5
Click here. Click this icon. Click "New Account"
Click here. Click this icon. Click "New Account"
6
Click here. Click "--None--" Click "Prospect" Click the "Website" field. Type "[www.scribehow.com](http://www.scribehow.com)" Click "--None--" Click "Technology" Click the "Employees" field.
Click here. Click "--None--" Click "Prospect" Click the "Website" field. Type "[www.scribehow.com](http://www.scribehow.com)" Click "--None--" Click "Technology" Click the "Employees" field.
7
Click "Save"