This video differentiates the Lead from the Contact, and explains how to use both within Salesforce.
- [Instructor] The Leads data object…maintains a clean separation from existing customers,…clients and partners, and offers a very intuitive way…to track potential supporters, partners,…and other important potential alliances…within our organization.…Leads within Salesforce allow teams…to maintain a list of prospects…for the type of outreach your organization manages.…Leads are an optional aspect of Salesforce,…and most folks use the Leads feature…to keep prospects separate from individuals…and organizations, who are active supporters.…
The idea is to keep the data for donors,…clients and partners, separate from those…who have not yet converted.…Access to Leads is enabled by default,…and can be hidden if not needed.…The nice thing about keeping it separate…is that once prospects have been part of an outreach,…the leads who haven't supported…can be quickly removed from the system.…All of Salesforce data types, called objects,…come with standard fields,…and Leads starts with a robust list of fields…that work well for most teams.…
AuthorChristopher Matthew Spencer
- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
Salesforce for Customer Servicewith Christine V Pereira50m 43s Beginner
1. Getting Started
2. Working with Salesforce
3. Working with Data
4. Tools for Success
5. Measuring Success
Next steps1m 17s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.