Lead Training

1. How the leads come in to Salesforce
1. CPA.com activity
2. Hubspot 
2. Access the Leads tab
1. In Lightning



Lightning Lead Tab

2. In Classic



Classic Lead Tab

3. Select Your Desired List View



Lightning My Open Leads List View


Notice the Lead Status in the My Open Leads list view below.

My Open Lead Status Filter



1. Lead Status
1. Open - Default Status for new leads
2. Contacted - Manually update to this status as you reach out to the lead
3. Qualified - When you're ready to move the lead to a Contact and Account (and optional Opportunity)
4. Unqualified - Lead is not interested.  No need to convert to a contact. 
2. Lead Conversion


1. When a lead is qualified it's ready to be Converted

1. Click the Convert button in classic or lightning. (This can be done prior to moving to the Qualified status)

Convert in Classic

Convert in Lightning

2. Convert the Lead by filling in the proper fields.  Creating an Opportunity is optional.