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    Activity › Forums › Salesforce® Discussions › How can a leads be captured with Salesforce?

    Tagged: Account, Assignment Rules, Contact, Lead Management, Lead Settings, Leads, Opportunity Leads, Salesforce Leads

    • Salesforce® Discussions

      How can a leads be captured with Salesforce?

      Posted by Piyush on November 14, 2019 at 6:02 AM

      How can a leads be captured with salesforce?

      Prachi replied 6 years, 6 months ago 2 Members · 1 Reply
      • Account
      • Assignment Rules
      • Contact
      • Lead Management
      • Lead Settings
      • Leads
      • Opportunity Leads
      • Salesforce Leads
    • 1 Reply
    • Prachi

      Member
      November 14, 2019 at 6:17 AM

      Hi,

      Way to capture a lead–

      To get started using lead management, from Setup, click Customize | Leads:

      1.Click Fields to create custom lead fields that track information specific to your company. Also, map your custom lead fields to account, contact, and opportunity fields so that the data gets converted when users convert leads. Edit the Lead Statuspicklist to choose the default status for new and converted leads.
      2.Click Settings to specify your default lead settings.
      3.Click Assignment Rules to set up lead assignment rules that automatically assign leads.
      4.Click Web-to-Lead to automatically capture leads from your website.

      Thanks.

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