Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Exploring the Lead Status field

The Lead Status field shows you where you are in the life cycle of working this lead. The lead life cycle is important as this is the beginning of the sales process for any organization. The following flowchart simplifies this process a bit:

From the preceding flowchart diagram, we can understand the following:

  1. Once the lead is created, it can be dispositioned in two ways.
  2. You will contact the lead to present your product or service and the lead will either be interested in speaking further or not.
  3. If not, the lead status is changed to Closed - Not Converted, or in some cases, this status is called Unqualified.
  4. If the lead is interested, the status reads Convert.

We will cover conversion in more detail in the next section.

Let's take a look at how these status values appear in Salesforce and what happens when each lead status is chosen. Take a look at the following screenshot:

From the preceding screenshot, we learn the following:

  1. Open - Not...