Product
Features
Customers
Gallery
Security
Product
Features
Customers
Gallery
Security
Pricing
Enterprise
Resources
Gallery
Customers
About Us
Log in
Install free extension
Created with Tango Gallery
Sales & Success
Add and convert a lead in Salesforce
Table of Contents
Table of contents loading....
Author
Created with Tango by:
Colby Morgan
Last Updated:
May 18, 2023
Software
Salesforce
Use case
Sales & Success
1.
Go to Home | Salesforce
2. Click on Leads Menu
3. Click on New Lead
4. Click on Lead Status and choose Working
5. Enter the contact's information (First Name, Last Name)
6. Add Company information
7. Add email
8. Click on Save
9. In lead contact page, convert status to working, and then select Mark as Current Status
10. Once time to convert lead, click convert
11. Click on Select Converted Status
12. Add record owner
13. Click on Convert
Friends don't let friends learn the hard way.
Create how-to guides, in seconds.
Try Tango for Free
More Tangos from
Salesforce
No items found.
This is some text inside of a div block.