Lead Process in Salesforce | How To Manage Leads in Salesforce Sales Cloud?

Credits : Enway

Leads are potential customers who have expressed interest in your product or service but haven't made a purchase yet. They're like the starting point of the sales journey and are super important.

In Salesforce, you can track leads as they move through different stages in your sales pipeline. And when you convert a lead, Salesforce automatically creates three new things: an account, a contact, and an opportunity. Basically, managing sales involves handling both leads and opportunities. In Salesforce, though, the sales process specifically focuses on opportunities and their stages. On the flip side, the lead process deals with the statuses a lead can have before becoming an opportunity.

In this video, Nikita will guide you through the basic lead process in Salesforce Sales Cloud, covering everything from the lead creation to the conversion process.

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