Download to read offline
Uploaded byBrisk
Work with your new leads
This document discusses the importance of promptly responding to new leads and provides an overview of a tool that allows users to view, manage, and prioritize new leads. The tool displays lead information and activities, allows users to filter and sort leads by status, attributes, or other factors, and take actions like contacting leads or assigning tasks. It is meant to help users efficiently qualify leads, decide which require immediate follow-up, and manage their lead workflow.
Work with your new leads
- 1. New Leads NEVER MISSA LEAD. EVER. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 2. As soon asa lead is created in Salesforce, it’s your responsibility to contact them fast. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 3. You need tominimize the response time. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 4. Factors such as: •When they were created • Activity history • Qualification information Decides who to contact first. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 5. If you canget a better overview, and combine these factors – you’ll be able to work much faster. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 6. Make sure youhave all of your new leads in one place, and decide who to prioritize. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 7. WELCOME • THEISSUE • THE SOLUTION • OPTIONS LET US PRESENT: New leads
- 8. WELCOME • THEISSUE • THE SOLUTION • OPTIONS 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 anoverview to get the information you need to qualify the lead. How important is this lead to you? WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 10. WELCOME • THEISSUE • THE SOLUTION • OPTIONS Click within this area to get more details
- 11. WELCOME • THEISSUE • THE SOLUTION • OPTIONS Click to edit status Click on the email to send a mail, or give them a call Add tasks, log calls, or book meetings
- 12. WELCOME • THEISSUE • THE SOLUTION • OPTIONS Click “More details” to read more about the lead
- 13. You can editbasic information WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 14. Search lead on LinkedIn WELCOME• THE ISSUE • THE SOLUTION • OPTIONS
- 15. Change the lead status WELCOME• THE ISSUE • THE SOLUTION • OPTIONS
- 16. Add or editthe description WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 17. See your activityfeed WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 18. Add tasks, logcalls, or book meetings WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 19. Convert the leador open it in Salesforce WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 20. Add more fieldshere WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 21. Time to filterand prioritize your leads. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 22. Go to optionsto modify the list to your needs. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 23. WELCOME • THEISSUE • THE SOLUTION • OPTIONS You need to decide which status to focus on
- 24. WELCOME • THEISSUE • THE SOLUTION • OPTIONS You need to decide which status to focus on
- 25. WELCOME • THEISSUE • THE SOLUTION • OPTIONS Future tasks probably mean that you’re on top of a lead
- 26. Does time matter, orthe lead score? WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 27. Does time matter, orthe lead score? WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 28. When you decidewhat to see, you’re making it easier for yourself to work. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 29. Now you’ll beable to work more efficiently with your leads. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
- 30. FOR SALESFORCE.COM FOLLOW USON SOCIAL MEDIA OR VISIT OUR WEBSITE BRISK.IO