top of page



Lead Process SFDC#

In Salesforce, the lead process typically involves the following stages:

  1. Lead Capture: This is the first stage of the lead process, where leads are generated through various channels such as web forms, trade shows, and social media.

  2. Lead Qualification: In this stage, the lead is evaluated to determine if it is a good fit for the company's products or services. This may involve verifying contact information and assessing the lead's needs and budget.

  3. Lead Nurturing: If the lead is not ready to make a purchase, it may be entered into a lead nurturing program to keep the company top-of-mind until the lead is ready to buy. This may involve sending targeted emails or other forms of communication.

  4. Lead Conversion: When a lead is ready to make a purchase, it can be converted into an opportunity in Salesforce. This typically involves assigning the lead to a sales representative and setting up a sales process to close the deal.

  5. Customer: If the sale is successful, the lead is converted into a customer in Salesforce and becomes part of the company's customer database.

Happy Learning!

4 views0 comments

Recent Posts

See All

When transactions are entered, Dynamic Insertion in Oracle Fusion General Ledger (GL) allows an organisation to automatically insert extra segments or values in the GL chart of accounts. This feature

Oracle Fusion Segment Security The General Ledger (GL) feature enables an organisation to restrict access to data in the GL depending on certain parts of the GL chart of accounts. A segment is a subse

Oracle Fusion General Ledger (GL) Cross-Validation Rules are used to assure the integrity and accuracy of data entered into the GL module. They are used to ensure that data submitted in the GL is cons

Other Posts you may Interested 

bottom of page