Create a New Lead

Steps to create a new Sales Lead and submit for Approval. Upon approval, the lead is validated and converted into three possible outcomes: 1. A new Account & Contact, 2. A new Contact to be related to an existing Account 3. An existing Contact is related to a new Account

Craig Hansen
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21 steps
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2 minutes

Salesforce

From Sales Console, select the drop down arrow on the Home tab

Select "Leads"

**New Leads can be a Prescriber or Non Prescriber.[[ ]]The primary focus is prescribers; however, non-prescribers can represent an important point of contact.[[ ]]**

Select "New"

Select 'Sales Lead', then 'Next'

Alert: Always enter a genuine First & Last Name, Suffix and Title in each new lead. If the Provider already exists in SFDC; then add a note in the 'description' field. For ex: "Jane Doe, MD already in SF at ACC-00xxxxxxx. Existing Contact moved to this new Account. Include source such as an email or website

Enter First & Last Name and Suffix fields. Suffix is a 2-6 character acronym. For ex: MD, DO, PA, CDE, RD, NP, PharmD, CPhT or RPh

'Company' name is a required field. For an existing Account, enter the Account name as it appears in SFDC (Copy & Paste from SFDC). If you're unable to find an Account, then type the new Company name w/ a note in the 'description' field located at the bottom of the page. i.e. 1. New Contact & Account, 2. Add New Contact to existing Account or 3. Move existing Contact to a New Account.

Enter "Title". Title is spelled out completely, do not enter a Suffix value in the Title field. For ex. Title = Certified Diabetes Educator Suffix = CDE

NPI Number is a 10 digit number for Health Care Providers. If a NPI # is not found for a new lead (Contact), then enter 'N/A'.

Alert! New Account Types and Sub-types. Only the values listed here will be accepted moving forward.

Select Account Type. For ex: 'Medical Practice or Hospital'

Update Account Sub-Type field using values listed above.

Alert! New Contact Types and Sub-types. Only the values listed here will be accepted moving forward.

Update Contact Type field. For ex. Healthcare Professional or Commercial/Administrative

Update Contact Sub-Type field. For ex. Endocrinologist

Enter Address fields. Country, Street, City, State and Zip Code

Add 'Phone' field. Format is +1-317-555-1234

NOTE: When creating a new lead, you may receive a '***Similar Records Exist***' warning. Select the *View Duplicate* link to learn more details

Email is preferred for new Lead (Contact) creation but not required at this time. Tip: Roche Digital Marketing can better support Sales when an email is provided.

The "Website" field is required unless the existing Account already contains a website. In addition to the lead, add an event with the name of the office staff member who provided you the new lead information.

Lead source field: Select a lead source picklist value: phone, email, online or an event you attended. Also, please make brief note your Lead is entirely New data or a combination of New & Existing data. Options: 1. New Account & New Contact, 2. New Contact + Existing Account or 3. Existing Contact + New Account.

"Save" new Lead with Approval Status = New

Upon final review, change Approval Status to "Submitted" and SAVE