Convert Lead

How do I convert a lead in Salesforce.com ?

Definition of “Convert a Lead ” : To keep the sales process moving when you qualify your leads and then convert them to contacts, accounts, or opportunities. Below are few way to enter Leads in Salesforce.com Manually Entry List Import READ MORE

Lead Search Layouts

How to Customize Lead Search Layouts?

Definition of “Customize Lead Search Layouts” : Customize which fields display for users in search results which Columns you want to display to users when they are searching. Following are few layout for Lead Search Layouts. Search Results Lookup Dialogs Lookup Phone READ MORE

Lead Scoring Score View

How to setup lead scoring in Salesforce.com ?

Definition of “Lead Scoring” : Quality of your lead depend on your lead data. It will calculate scoring based on your Lead scoring criteria. Why lead scoring is required? To filter quality of Lead. Maximum chance to convert into opportunity READ MORE

Search Layout

How to Customize Recent Leads layout?

Definition of “Recent Leads Layout” : Whenever you click on Leads tab you can see below layout, it’s called “Recent Leads Layout“. Below are steps to modify Fields. Click Leads Click on Force.com ( Right Side Arrow ). Click on “Edit Columns“ Select READ MORE

Lead Status Values

How to add / change Lead Status values ?

Definition of “Lead Status” : A real time updates of any lead. Lead Status is Standard field of Salesforce. You can’t remove it but you can change value. You can change Lead Status as per your Company requirements. Below steps are READ MORE

Change Lead Status

How to change Lead Status ?

Definition of “Lead Status” : A real time updates of any lead. Lead Status is Standard field of Salesforce. You can’t remove it but you can change value. Example of Lead Status : Open – Not Contacted – Lead created by READ MORE

Change Lead Owner

How to change Lead owner in Salesforce.com ?

Definition of “Lead Owner” : A person who creates Lead. If you want to change Lead Owner you can do it. Note : An administrator or a user with Manage Leads and Transfer Leads permissions. For this permission you have READ MORE