New LeadsN E V E R M I S S A L E A D. E V E R .

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

As soon as a lead is created in Salesforce, it’s your responsibility to contact them fast.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

You need to minimize the response time.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Factors such as:

• When they were created • Activity history • Qualification information

Decides who to contact first.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

If you can get a better overview, and combine these factors

– you’ll be able to work much faster.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Make sure you have all of your new leads in one place, and

decide who to prioritize.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

L E T U S P R E S E N T:

New leads

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

This card serves your new leads. Wherever they’re created or

assigned to you, they’ll be here for you to act upon.

Start with an overview to get the information you need to qualify the lead. How important is this

lead to you?

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Click within this area to get more details

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Click to edit status

Click on the email to send a mail, or give them a call

Add tasks, log calls, or book meetings

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Click “More details” to read more about the lead

You can edit basic information

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Search lead on LinkedIn

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Change the lead status

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Add or edit the description

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

See your activity feed

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N SW E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Add tasks, log calls, or book meetings

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Convert the lead or open it in Salesforce

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Add more fields here

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Time to filter and prioritize your leads.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Go to options to modify the list to your needs.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

You need to decide which status to focus on

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

You need to decide which status to focus on

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Future tasks probably mean that you’re on top of a lead

Does time matter, or the lead score?

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Does time matter, or the lead score?

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

When you decide what to see, you’re making it easier for yourself to work.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Now you’ll be able to work more efficiently with your leads.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

FOR SALESFORCE.COM

F O L LO W U S O N S O C I A L M E D I A

O R V I S I T O U R W E B S I T E B R I S K . I O