---
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title: Set Up the Lead Generation App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/dato_market_lead_gen_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.dato_market_lead_gen_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 504da6f04d008a6ab00f37fa2e54de72d7c0f51dfee8395f39b352970121ed60
description: The Lead Generation app provides an analysis of lead generation data. Setting up the app involves authenticating and setting queries, setting up a funnel, and classifying your opportunity stages.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# Set Up the Lead Generation App

The Lead Generation app provides an analysis of lead generation data. Setting up the app involves authenticating and setting queries, setting up a funnel, and classifying your opportunity stages.

### Required Editions

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To install the Lead Generation app, you need a valid login to Salesforce CRM that can extract data through SOQL and access to Leads, Opportunities, and Contacts.

1. Install the Lead Generation app:
    1. In Marketing Cloud Intelligence, on the Marketplace tab, select **Apps**.
    2. Select the app, and click **Get it Now**.
2. Authenticate your account:
    1. Select an existing account or create one. After the account is defined, all of the account’s queries appear. There are three types: Accounts, Opportunity, and Leads.
    2. Set the date for which you want to grab data.
    3. Click **Next**.
3. Set up the lead status funnel:
    
    A list of all lead statuses found in your account appears in the form of a funnel. Reorganize the funnel to reflect your organization’s lead generation process.
    
    1. To add or remove a funnel step, click a step, and then select a different status from the dropdown.
    2. Change the order of the funnel steps by selecting and moving the steps.
    3. Move the Marketing Qualified Lead threshold line to the correct location, and then define the phase where an Unqualified Lead becomes Qualified.
    4. Click Next.
4. Classify your opportunity stages:
    1. Drag and drop the opportunity stages into three categories: In Pipeline, Closed Won, and Closed Lost.
    2. To Complete the app installation, click **Finish**.

Installing the Lead Generation app creates these underlying entities:

- Leads data stream in SOQL
- Opportunities data stream in SOQL
- Calculated dimensions and measurements