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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!


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