How to Add Leads in Salesforce

In this salesforce tutorial, we will learn how to add leads in salesforce lightning and salesforce classic step by step.

Recently, I was working in a sales company that uses salesforce as a CRM tool. And my job role in the company is to sell the products to the clients. So to keep a record of those clients in the database we add them as leads.

If you are using salesforce and want to learn how to add leads in salesforce lightning and classic mode, you have to come to the right place. The following are the topics that we will cover in this salesforce tutorial.

  • What are leads in Salesforce
  • Difference between leads and contacts in salesforce
  • How to add new lead in Salesforce Lightning
  • How to add new lead in Salesforce Classic

What are leads in Salesforce

In salesforce, when we enter the client or organization in the database to whom we want to sell the product we add these clients or organizations as leads. In simple terms, leads are regular buyers to whom you are trying to advertise your products.

Leads include both company and contact information. And lead assignment rules are used to automatically allocate new leads to salespeople as soon as they are created.

In salesforce to add the leads, we can manually enter them, import them, or collect leads via Web-to-Lead forms.

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So, with this, we have understood leads act as Caterpillar and Contacts as Butterfly in salesforce. So, let’s move ahead and learn the difference between leads and contacts.

Difference between leads and contacts in salesforce

There is a small difference between leads and contacts in salesforce which is as follows.

Leads: Leads are the persons or organizations to whom we are trying to sell our product or services. It simply means every person to whom you advertise your product or service is a lead it does matter whether he/she buys it or not.

Contacts: Contacts are the persons or organizations that purchased your product or service and make a good relationship with you.

With this, we have gotten an overview of how lead and contact are different from each other. Now, we will move further and learn to add new leads in salesforce lightning.

Read How to Merge Duplicate Leads in Salesforce

How to add a new lead in Salesforce Lightning

If you want to learn how to add a new lead in salesforce lightning and what information needs to be entered while creating a lead follow the below-given steps.

  • Click on the App Launcher, search sales, and then select Marketing app.
How to add new lead in salesforce lightning
Select Marketing App in Salesforce Lightning
  • Now, look at the tabs and select Leads.
add new lead in salesforce lightning
Select Lads Tab
  • To create a new lead, click on the New button.
add new lead in salesforce lightning example
Click on New to add new leads in salesforce lightning
  • Now, enter the required fields such as Last Name, Company, and Lead Status.
  • If you want you can also other lead information, address information, additional information, and description information, and also we can assign using the active assignment rule.
  • Finally, click on the Save button.
How to add new lead in salesforce lightning
Set up Leads Information in Salesforce Lightning

With this, we have learned to create a lead in salesforce lightning mode. So, now we will move ahead and learn to create a new lead in the salesforce classic edition also.

See also  Record Types in Salesforce

How to add new lead in Salesforce Classic

If you want to learn how to add a new lead in salesforce classic and what information needs to be entered while creating a lead follow the below-given steps.

  • Click on avatar, and select Switch to Salesforce Classic.
How to add new lead in salesforce classic
Switch to Salesforce Classic
  • Click on the + icon.
add new lead in salesforce classic
Click on + Icon in Salesforce Classic
  • Then, select the Leads tabs.
add new lead in salesforce classic example
Select Leads from All Tabs in Salesforce Classic
  • Now, click on the New button to add a new lead in salesforce classic.
How to add new lead in salesforce classic example
Click on New to add new leads in Salesforce Classic
  • Fill up the mandatory lead information such as Last Name, Company, and Lead Status.
  • If you want you can also other lead information, address information, additional information, and description information, and also you can assign using the active assignment rule.
  • Lastly, click on the Save button.
How to add new lead in salesforce classic
Set up Leads Information in Salesforce Classic

With this, we have learned to create a lead in salesforce classic mode.

Conclusion

In this tutorial, we have learned about Leads in salesforce. We have also discussed the difference between Leads and Contacts in salesforce. In addition, we have covered how to add new leads in salesforce lightning as well as salesforce classic.

  • What are leads in Salesforce
  • Difference between leads and contacts in salesforce
  • How to add new lead in salesforce lightning
  • How to add new lead in salesforce classic

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