2. As soon as a lead is created in Salesforce,
it’s your responsibility to contact them fast.
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3. You need to minimize the response time.
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4. Factors such as:
• When they were created
• Activity history
• Qualification information
Decides who to contact first.
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5. If you can get a better overview,
and combine these factors
– you’ll be able to work much faster.
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6. Make sure you have all of your
new leads in one place, and
decide who to prioritize.
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LET US PRESENT:
New leads
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This card serves your new leads.
Wherever they’re created or
assigned to you, they’ll be here
for you to act upon.
9. Start with an overview to get the
information you need to qualify
the lead. How important is this
lead to you?
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Click within this area to
get more details
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Click to edit status
Click on the email to send
a mail, or give them a call
Add tasks, log calls,
or book meetings
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Click “More details” to
read more about the lead
13. You can edit basic
information
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