From the course: Salesforce for Sales Managers
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How to view and assign leads - Salesforce Tutorial
From the course: Salesforce for Sales Managers
How to view and assign leads
- [Instructor] Let's take a look at the leads tab. There are several different ways I can view my leads. Next to view, you'll see a drop down menu and you'll have several different choices. You can also create a new view here if for example you wanted to see just California leads. The other place you can view leads is in the reports tab. There are some default reports already set up and you can create custom reports and dashboards based on your leads here. How you view sales force leads is up to you and how you work, so customize it in whatever way works best for you. Now let's talk about assigning leads. Let's go back to the leads tab. If you are a sales force manager, you may be assigning many leads to your team. To assign a lead manually, it's fairly simply. Let's click on Betty Bair, you'll see right here is a change button and you can just start typing in a name and you'll see Lynda pops up and you have the option here to send a notification email. I highly recommend checking…
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