Contents
What is a lead record?
A lead record consists of a number of fields that you use to capture information about a potential lead. A lead record has only two modes: an Edit mode, in which you can modify the fields, and a Saved mode, in which you can view the fields and related lists. The standard record comes predefined with several fields.
How do you put a lead in a bullhorn?
In S-Release, you can also add leads from the References tab of a candidate record….To Add a Lead Record
- From the + Add menu, select Lead.
- Complete all the required information.
- Click Save.
How do I create a lead for an existing account?
If you’re creating the lead for an existing account or contact, in the Qualify stage of the process bar, select the existing account or contact. When you select an existing account while creating a lead record, the company name is automatically populated.
How do you update the status of a lead?
The traditional way to update a lead’s status is to click Edit while viewing the lead’s record, change the Lead Status, and click Save. We cover a couple other ways to do it in the next unit. Qualifying a lead indicates that you believe the lead has a use for and interest in your products, and that a sale is a definite possibility.
What happens to a lead when it is qualified?
Your system administrator defines what happens to a lead when it is qualified: If your system administrator has set Create Account, Contact, and Opportunity records by default upon qualifying a lead to No, you’ll be prompted to choose what records to create when the lead is qualified (account, contact, or opportunity).
Where are the lead records stored in Salesforce?
In Salesforce, information about leads is stored in Lead records. Not all companies use leads. Some companies work their entire pipeline as opportunities, segmenting deals into unqualified and qualified groupings. But there are some big advantages to using leads.