Track prospects apart from your contacts and opportunities with Salesforce lead records.
After you’ve qualified your lead records, convert them to contacts and create accounts for them
(if you don’t already have the accounts in Salesforce). And hopefully, create opportunities to
bolster your pipeline.
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
|
Regardless of whether you’re working in Lightning Experience or Salesforce Classic, you work
with a list of leads. From the list, you quickly create, locate, and work with the leads
you’re focusing on at the moment.
Associate relevant events and tasks with those leads. And convert your qualified leads to
contacts that have opportunities associated to them. For any lead records that you mark
Unqualified, plan to revisit them later to see whether those prospects’ needs for your
products and services changed.
