Leads

- [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.…