A lead process allows you to define or customize status values or stages for leads.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create processes: | Customize Application |
Create a process called Lead Distribution and define the statuses that the lead can be in. When you select status values for a process, think of all the stages a lead goes through in the process.
Tip To use more values than the primary process record provides, customize the Lead Status picklist
values for leads before you create the lead process.
- From Setup, enter Processes in the Quick Find box.
- To create a lead process, such as for lead distribution, select Lead Processes.
- Select the stages best suited to the lead and your business needs.
- Save the process.