Lead/Opp- Create and Convert Leads as Potential Customers

Question 1

Leads are people and companies that you’ve identified ……………………………

Answer 1

as potential customers.

Question 2

In Salesforce, information about leads is stored in ……………

Answer 2

Lead records.

Question 3

Not all companies use leads. Some companies work their entire pipeline as —————, dividing deals into ______________ and qualified groupings.

Answer 3

opportunities,

unqualified

Question 4

Advantages to using leads:

Answer 4

Better track,
Report on,
and target marketing campaigns to prospective customers.

Question 5

Adding Leads to Salesforce

Answer 5

Sales>Lead>New>enter info>save

Question 6

Leads can be importing by a file into Salesforce or through an automatic process, such as a ?

Answer 6

Web-to-Lead form that collects leads from your business website.

Question 7

Leads can automatically, be assigned to owners based on the :

Answer 7

lead’s geographical location.

to a queue.

Question 8

If the lead is involved in any marketing campaigns, they are listed in ?

Answer 8

the Campaign History for the lead.

Question 9

Under the lead’s Details tab you can?

Answer 9

find and update information about the lead.

Question 10

Use the lead’s Activity tab to ?

Answer 10

log your calls and emails

Question 11

Features under the lead records are:

Answer 11

Details
Activity
Task
Events
News
Chatter

Question 12

The lead’s status is an important indicator that helps you track where each lead is in your?

Answer 12

sales process.

Question 13

The common way to update a lead’s status is to click:

Answer 13

Edit while viewing the lead’s record, change the Lead Status, and click Save

Question 14

When you qualify a lead, you can convert the lead record into an ?

Answer 14

opportunity

Question 15

When you convert a lead, Salesforce uses the information stored in the lead record to create _________, __________, and an __________.

Answer 15

a business account, a contact, and an opportunity.

Question 16

Person accounts don’t include a company name, therefore lead is converted into a ____________ and an _____________.

Answer 16

person account

opportunity

Question 17

Convert a lead to opportunity by:

Answer 17

Go to the leads>

select the lead record you’re converting>

convert>

create new or choose existing

fill in the fields>

convert

Question 18

You can use ___________ Builder to automate the standardization of opportunity names

Answer 18

Process

Question 19

New leads are marked as

Answer 19

Unread

Question 20

New leads are listed under ?

Answer 20

My Unread Leads list view on the Leads tab.

Question 21

When you view or edit an “Unread” lead, it is automatically marked as

Answer 21

“Read.”