Specify default lead behavior for your org so that your sales teams can nurture leads
efficiently.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Starter, Essentials, Group,
Professional, Enterprise, Performance, Unlimited,
Pro Suite, and Developer Editions with Sales
|
| User Permissions Needed |
| To change lead settings: |
Customize Application |
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From Setup, in the Quick Find box, enter Lead
Settings, and then select Lead Settings. Then, click
Edit.
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Select a default lead owner.
To email the default lead owner when they receive a lead, select Notify
Default Lead Owner.
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Define your lead conversion settings.
Users who convert leads become the new lead owner. To prevent the Lead
Status value from changing to the new owner's default value, select
Preserve Lead Status.
If you select Relate Emails to Contacts Upon Lead Conversion,
the emails of the lead that's being converted to a contact are associated with the
contact. If you use customized workflows, validations, or triggers, test the setting to
make sure it's compatible with your automations.
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Define your lead merge and lead email notification settings.
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Define your LinkedIn Lead Gen settings.
If you plan to use LinkedIn as a source of leads, select Use LinkedIn Lead
Sync APIs with Lead Forms. After turning on the setting, complete the
additional configuration required.
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Save your settings.
