Activity Forums Salesforce® Discussions In what ways leads can be captured with Salesforce?

  • Nikita

    Member
    November 12, 2019 at 6:24 am

    Hi Piyush,

    Lead can be captured with salesforce by

    • Web to Lead
    • Lead Import
  • Prachi

    Member
    November 12, 2019 at 6:25 am

    Hi Piyush,

    With custom development, there are many ways you can capture leads with custom Visualforce pages, but as far as core functionality, there are 3 main ways you'd get your leads into Salesforce:

    1. Manual entry on the lead page

    2. Data import via the import wizard, Data Loader, or a 3rd party tool (good for mass imports)

    3. Web-to-lead to capture leads directly from your website-

    To get started using lead management, from Setup, click Customize | Leads:

    -Click Fields to create custom lead fields that track information specific to your company. Also, map your custom lead fields to account, contact, and opportunity fields so that the data gets converted when users convert leads. Edit the Lead Statuspicklist to choose the default status for new and converted leads.
    -Click Settings to specify your default lead settings.
    -Click Assignment Rules to set up lead assignment rules that automatically assign leads.
    -Click Web-to-Lead to automatically capture leads from your website.

    Thanks.

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