A lead is someone who is interested in the products or services from your organization. These leads in salesforce are generated via Campaigns, Content Marketing, Seminars and Advertising etc. Technically in Salesforce, Leads are created via 1. Manual creation 2. Bulk File import 3. Social Media 4. Out-of-Box functionality such as Web-to-Lead or Email to Lead 5. Email Services 6. Live Agent (Chat sessions) 7. CTI integration (Tele Sales) 8. Integration from other Systems Once the lead is qualified, It can be converted into Salesforce Account, Contact and Opportunity . Account, Contact and Opportunity : Account is a company or a person with whom your company has relationship. Contact represents a person from the account we have relationship. An opportunity represents a prospective sale and it contains relevant sales data. Once opportunity is created and it has to go through various stages before it is closed. These stages can be customized as per our company needs. The ...
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