– Prospect that you want to market to
– Captures business card information
– Individual who has expressed interest in your product or service
– Assigned ownership either manually or via Assignment Rule
– Captures business card information
– Individual who has expressed interest in your product or service
– Assigned ownership either manually or via Assignment Rule
What is a Contact?
– Individual who is associated to an Account
– Individual who is associated to an Account
Lead Conversion
– Lead qualification depends on your business process
– Lead information is mapped to the appropriate business object – Account, Contact or Opportunity
– Existing data check
– Lead qualification depends on your business process
– Lead information is mapped to the appropriate business object – Account, Contact or Opportunity
– Existing data check
The system automatically maps standard lead fields to standard account, contact, and opportunity fields
• For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields
• The system assigns the default picklist values for the account, contact, and opportunity when mapping any standard lead picklist fields that are blank. If your organization uses record types, blank values are replaced with the default picklist values of the new record owner.
• If the lead has a record type, the default record type of the new owner is assigned to records created during lead conversion.
• For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields
• The system assigns the default picklist values for the account, contact, and opportunity when mapping any standard lead picklist fields that are blank. If your organization uses record types, blank values are replaced with the default picklist values of the new record owner.
• If the lead has a record type, the default record type of the new owner is assigned to records created during lead conversion.
What is a Web-to-Lead?
– An online form to capture lead information
– Published on your web site
– An online form to capture lead information
– Published on your web site
What is an Email Template?
– Standardized text or HTML
– Enables standard and consistent email messaging
– Standardized text or HTML
– Enables standard and consistent email messaging
What is an Auto-Response Rule?
– Determines which Email Template to send to leads generated via Web-to-Lead
– Contains Rule Entries that determine criteria for determining Email Template response content
– Determines which Email Template to send to leads generated via Web-to-Lead
– Contains Rule Entries that determine criteria for determining Email Template response content
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