How to create Lead Process in Salesforce

In this Salesforce tutorial, we will understand what is a lead process in Salesforce. Moreover, we will go through the steps using which we can create a lead process in Salesforce Lightning and Salesforce Classic edition.

Here is the list of topics that we will discuss in this tutorial.

• Lead Process in Salesforce
• Need of Lead Process in Salesforce
• How to create Lead Process in Salesforce Lightning
• How to create Lead Process in Salesforce Classic

Lead Process in Salesforce

In Salesforce, the term “Lead process” refers to the workflow that a company or a business uses to turn a potential customer known as a Lead into a qualified Account, Contact, or Opportunity.

The lead process in Salesforce includes various steps including lead capture, lead qualifying, lead nurturing, and lead conversion.

Let us understand each of these stages first in more detail.

Lead Capture:

1. This step includes gathering a possible client’s contact information, including name, email address, phone number, and company name.
2. Some of the common ways to gather data are by using web forms, social media, and events.

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Lead Qualification:

1. After lead capturing, this is the process of determining whether a lead is a good fit for your company.
2. Moreover, this entails assessing the lead’s budget, timeframe, authority, need, and fit, among other things.

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Lead Nurturing:

1. Leads that are not yet prepared to make a buy can be developed through a variety of marketing initiatives, including email campaigns, participation in social media, and content marketing.
2. Lead nurturing is establishing a connection with the lead while educating them about your product or service.

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Lead Conversion:

1. When a lead is prepared to make a buy, Salesforce can convert it into a qualifying Account, Contact, or Opportunity.
2. In order to do this, the lead’s status must be updated, it must be given to a salesperson, and a sales opportunity must be made.

Need of Lead Process in Salesforce

The Lead process in Salesforce is a crucial component that allows businesses to manage their sales leads effectively. This process involves capturing potential customer information, qualifying leads, nurturing them, and converting them into qualified Accounts, Contacts, and/or Opportunities.

Overall, the lead process provides a systematic and organized approach to managing leads. And this helps sales teams to track progress, prioritize follow-ups, and avoid missing out on potential opportunities.

This improves sales productivity and provides valuable data insights on lead sources, conversion rates, and sales performance. Moreover, enabling businesses to make data-driven decisions and optimize their sales processes for better revenue growth.

Read How to create Lead Status in Salesforce

How to create Lead Process in Salesforce Lightning

Now that we understood what is a lead process in Salesforce, let us take a step further and see how to create a Lead Process. And for the current instance, we take a look at the steps for the Salesforce Lightning edition.

Here are the steps that we can follow.

Step-1: First, log in to your Salesforce account and open the Home Setup page by clicking the gear icon (⚙️) and then click the Setup option.

Step-2: After this, from the Quick Find text box, search for Processes and click on the Lead Processes to open it. This will open the Setup page for Lead Processes.

Step-3: On the Lead Processes Setup page, click on the New button to create a new Lead Process.

Step-4: Next, select the existing Lead Process as “Master“, and specify the name and description for the new Lead Process.

In our example, we specified the name of the Lead Process as “TexasLead“.

Step-5: Once we specify the name and description for the new Lead Process, we just need to click on the Save button. This will redirect us to the Lead Status page for the new Lead Process.

Step-6: On the next page, we need to select the values for all the Lead Status. And then we also need to select the default status value. Once all the values are selected, click on the Save button to create the new Lead Status.

Once we will create a new Lead Process, it will be visible on the Lead Processes page. For instance, the TexasLead Lead Process is visible on the Lead Processes page.

So, with these steps, we have successfully created a new Lead Process in the Salesforce Lightning edition.

How to create Lead Process in Salesforce Classic

Now, in this section, we will take a look at the steps that we can use to create a Lead Process in Salesforce Classic.

These steps are listed below.

1: First, log in to your Salesforce account and open the Setup page. For this, click on the Setup option given in the top-right corner.

2: Next, from the Quick Find search box, search for the Processes option and click on the Lead Processes.

3: From the next page, click on the New button to create a new Lead Process. This will open the New Lead Process page in Salesforce Classic.

4: After this, select the existing Lead Process as “Master“, and specify the name and description for the new Lead Process. Once we specify the name and description for the new Lead Process, we just need to click on the Save button.

In our example, we specified the name of the Lead Process as “USASalesLead“.

5: Once we click on the Save button, it will redirect us to the Lead Status page for the new Lead Process. Here we need to select the values for all the Lead Status and the default status value.

6: Once all the values are selected, click on the Save button to create the new Lead Status in Salesforce Classic.

With this, we have successfully created a new Lead process in Salesforce Classic.

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• How to add lead source in salesforce
• Lead Assignment Rule in Salesforce
• How to create web-to-lead form in Salesforce
• Create Time-Dependent Workflow Actions in Workflow Rules in Salesforce

Conclusion

So, in this Salesforce tutorial, we have understood what is a Lead process and how we can create it in Salesforce. Moreover, we have discussed the steps for both Salesforce Classic and Salesforce Lightning editions with examples.

Here is the complete list of topics that we discussed.

• Lead Process in Salesforce
• Need of Lead Process in Salesforce
• How to create Lead Process in Salesforce Lightning
• How to create Lead Process in Salesforce Classic