From the course: Salesforce for Sales Managers
Join today to access over 22,600 courses taught by industry experts or purchase this course individually.
Understand the leads lifecycle - Salesforce Tutorial
From the course: Salesforce for Sales Managers
Understand the leads lifecycle
- [Instructor] In this chapter, we will be covering leads and opportunities in Salesforce and how to track them for you and your team. Let's quickly review the difference between leads and opportunities. Leads are your prospects who have expressed interest in your product but who haven't yet been qualified to buy. Once you've qualified a lead, the lead becomes an opportunity along with a contact and an account. Leads can come from trade shows, marketing campaigns, referrals, or a variety of other sources. Leads can be entered by users manually or through an API from another system. For example, if your marketing team is doing a campaign to get new leads, they may be using a system like Marketo to import them into Salesforce. A Salesforce manager can then assign the leads to various salespeople. Now let's talk about who qualifies a lead? Every organization is different and in some companies, there's a position that is dedicated just to qualifying leads. That could be an inside sales…
Practice while you learn with exercise files
Download the files the instructor uses to teach the course. Follow along and learn by watching, listening and practicing.
Download courses and learn on the go
Watch courses on your mobile device without an internet connection. Download courses using your iOS or Android LinkedIn Learning app.