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.…
Author
Released
8/31/2017- 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
Duration
Views
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Introduction
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Welcome2m 5s
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Salesforce help2m 58s
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1. Getting Started
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Team buy-in2m 9s
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Grant application2m 59s
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2. Working with Salesforce
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Profiles3m 12s
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Permission sets3m 43s
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Managing users6m 1s
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Apps and branding5m 17s
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Calendars2m 37s
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3. Working with Data
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Accounts4m 12s
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Leads5m 54s
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Contacts4m 46s
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Activities5m 6s
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Donation management4m 48s
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Importing records2m 48s
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4. Tools for Success
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Chatter6m
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Cases3m 34s
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Email templates5m 31s
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Files5m 6s
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Email clients3m 34s
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5. Measuring Success
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Campaigns4m 10s
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Reporting4m 57s
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Dashboards3m 31s
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Conclusion
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Next steps1m 17s
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Video: Leads