Creating a “New Lead” in Salesforce

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Creating a New Lead in Salesforce

After speaking with a New Lead, it is crucial that we record their information in Salesforce to keep track of their situation and be prepared for future conversations.

Here is our procedure:

  • Log in to Salesforce
  • In the navigation bar, click on the down arrow to the right of the “Lead” heading

  • Click on “+ New Lead” from the drop-down menu
  • There are many fields to fill, the most important are:
    1. First Name, Last Name
    2. Phone
    3. Company
    4. Website (if no current website, enter “not yet”)
    5. Email
    6. Check the boxes of each service the Lead is interested in
      1. SEO, Website, Google Ads, etc.
  • Click “Save”
  • The New Lead is now created. In the “Chatter” section, include any information about the New Lead that you have collected:
    1. Where they are located
    2. Personal information (family, kids, background, hobbies, etc.), this information helps to build up a relationship with the New Lead and will help jog your memory for future conversations
    3. Any follow-up emails or summary emails that you have sent to the New Lead

 

*This information will be the basis for Big West Marketing’s future relations with this potential client.