Sales and Marketing Applications 3 Flashcards
How can duplicate Leads be identified and managed?
Using the ‘Find Duplicates’ button, fields can be selected to search on, and up to 3 Leads can be merged from the search results
What tools and features are available to manage Leads?
Import Leads, Mass Delete Leads, Transfer Multiple Leads, Mass Email Leads, Mass Add Leads to Campaigns, Mass Change Lead Status
What is Lead Conversion?
A way to convert Leads to linked newly created or existing Contact, Account and Opportunity records.
What is a Lead Process?
A group of Lead statues mapped to a Lead record type. Allows for different steps in a Lead life-cycle to be defined for different type of leads.
How can Leads be automatically assigned
Lead assignment rules can automatically assign Leads to users or queues based on criteria matching field values and can be evaluated upon creating or editing a Lead.
What are Lead Queues?
Lead Queues are a place to hold Leads that have not been assigned an owner. They are accessed via a list view and users with access to the queue can ‘accept’ Leads to take ownership.
What needs to be connected Salesforce to generate leads from LinkedIn?
A LinkedIn member account with one or more ad accounts
How can Leads be captured from a website and saved in Salesforce?
Web-to-Lead allows Leads to be captured from a company website and saved in Salesforce. The Lead form can include standard and custom Lead fields., Generated HTML can be added to a public website.
What is Campaign Influence?
One or more campaigns that have influenced an Opportunity linked to an Opportunity, with one being marked as the primary. Values from the primary are used for the campaign statistics.
Which settings can be enabled in Web-to-Lead Settings to reject any bogus leads?
‘Require reCAPTCHA Verification’
How can Campaign Members be added to a campaign?
Leads and Contacts can be added using a report, List view, from a Lead or Contact record, using the import wizard or data loader or using ‘Add Member’ button on the campaign.
What is the Campaign Hierarchy?
A way to link related campaigns in a hierarchy of up to 5 levels and unlimited siblings. Total fields e.g. total value or Opportunities for all campaigns in a hierarchy can be displayed.
How can an email be sent to all members of a campaign in Lightning Experience?
List emails can be sent directly to all members of a campaign in Lighting Experience using ‘Send List Email’
What is Campaign ROI and how is it calculated?
Return on Investment of a campaign= ((Total value of won Opportunities linked to a campaign - Actual cost of the campaign) / Actual Cost of the campaign) * 100
Return on Investment of a campaign= ((Total value of won Opportunities linked to a campaign - Actual cost of the campaign) / Actual Cost of the campaign) * 100
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