Leads

How to change Lead Page Layout in Lightning Experience ?

How to change Lead Page Layout in Lightning Experience ?

Lead Page Layout : If you want to customize your Lead Page Layout then you can do it in Lightning Experience. Below is Default Page layout of Lead. Step 1: Click on Setup Step 2: Click on Edit Page Below you can see…

How to change Lead Status in Lightning Experience ?

How to change Lead Status in Lightning Experience ?

Definition of “Lead Status” : A real time updates of any lead. Lead Status is Standard field of Salesforce. You can’t remove it but you can change value. Example of Lead Status : Open – Not Contacted – Lead created by…

How to do New Event to Lead in Lightning Experience ?

How to do New Event to Lead in Lightning Experience ?

Applications of New Event : When you are going for below event you can create New Event Meeting Demo Visit Presentation When you are going for full day or particular time or date Advantages to New Event : Track your Events you can assign…

How to do Log a Call to Lead in Lightning Experience ?

How to do Log a Call to Lead in Lightning Experience ?

Applications of Log a Call : When you are calling for that particular lead When you are doing activity for that particular lead When you finished any activity and you want to log Advantages to Log a Call : Track…

How to Assign task to Leads in Lightning Experience ?

How to Assign task to Leads in Lightning Experience ?

Assign Task Definition : Whenever you want to do any action / activities / follow up then you can assign task to yourself or your colleague, your sales team or some users. Below are few applications to assign tasks. Assign…

How do I convert a lead in Salesforce – Lightning Experience ?

How do I convert a lead in Salesforce – Lightning Experience ?

Definition of “Convert a Lead ” : To keep the sales process moving when you qualify your leads and then convert them to contacts, accounts, or opportunities. Below are few way to enter Leads in Salesforce – Lightning Experience Manually Entry…

How to Assign task to Leads?

How to Assign task to Leads?

Assign Task Definition : Whenever you want to do any action / activities / follow up then you can assign task to yourself or your colleague, your sales team or some users. Below are few applications to assign tasks. Assign…