Creating a lead in Salesforce.
Benjamin Johnson
|
29 steps
|
4 minutes
Salesforce
LinkedIn
Zoominfo
1
Navigate to Salesforce.
2
Click "Show Navigation Menu"
3
Click "Leads"
4
Click "New"
5
Click the "First Name" field.
6
Put in the first and last name
7
Click the "Title" field and put their title.
8
Type in the title.
9
Click the "Phone" field.
10
Type in the phone number.
11
Click the "Email" field.
12
Type in the email.
13
Click the "Website" field.
14
Type in the website.
15
Click the "Name of the referrer" field.
16
Type your name or who you received the lead from.
17
Click the "*Brand Lookup" field.
18
Type the brand.
19
Switch the brand name here also.
20
Click the "*Company" field.
21
Type in the company name.
22
Edit the lead source.
23
Select the option.
24
Click the "TWA" field.
25
Type the number of households.
26
Edit the product interest.
27
Click "Save"
28
Click here.
29
Click Convert.
