Summary
In this chapter, we learned what a lead is and how it is used to start the sales cycle. We understood what the Lead Status field is used for and how the values drive the process. We also understood how to convert a lead into an opportunity and that we can convert a lead when we think there is further potential for a sale. We saw the use case for web-to-lead and how to generate web-to-lead code in order to capture leads online, as well as setting up auto-response rules for these leads. Finally, we learned about the lead settings and lead processes, as well as how these configuration options can help us optimize the use of leads. These skills will help you organize and work your leads, as well as convert them into opportunities to continue the sales cycle. Understanding this process will result in efficiently working leads, which leads to more sales!
In the next chapter, we will look at accounts and contacts and why these objects are used in Salesforce in more detail.