Lead Lifecycle Diagram - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
20  Points
Open
Idea has been posted. Give it an upvote or downvote.

Lead Lifecycle Diagram

Reports & Dashboards

Servletimageserver_146Defining your processes is fundamental to thesuccess of your organization. If you can map out how the customer flows throughthe lead lifecycle it's easy to customize salesforce.com to fit your business. You can determine where you need web-to-lead forms, how leads should be routed, what is the standard follow up process, and where you need to create reports to measure progress. You'll also find that this is a very valuable tool when it comes to training new reps and aligning different business units.   

This presentation is available in PowerPoint.

· Flag

  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

No results found.

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.