If ‘Converted’ is ticked, then the value chosen
Posted: Sun Dec 22, 2024 6:10 am
All active values will display as a dropdown on the Lead’s ‘Record Detail’ page, this can be manually changed if needed. However, it is also possible to automate the process.
Screenshot of the display as dropdown on the Lead’s ‘Record Detail’ page
When creating new values, you may choose to deactivate list phone number in cambodia certain values you do not wish to use by clicking ‘Deactivate’ next to the value in question, this will move the value into the section below labelled ‘Inactive Values’ as opposed to deleting them entirely.
When you use Record Types you need to set up ‘Lead Processes’ too that support the lead process. This allows you to set up different lead statuses depending on the record type.
Path
Now, we think this is important information and should stand out… and Salesforce agrees!
As part of the interface in Salesforce Lightning, we are able to create a Lead Status bar or ‘Path’, which displays at the top of the Lead’s page (see screenshot below). This visual sales process allows the stage of the lead/contact to be quickly identified.
Screenshot showing menu of options including open-not-connected for Salesforce Lead Status
Why should we enable this? Well, it not only unifies the selling structure but reduces any delays in qualifying leads and closing deals! Sales reps are able to focus on how to maximise their sales and sales managers are able to view sales rep’s progress, win-win for everyone!
To set up a new path, head to Setup > Path Settings > Enable > New Path.
In order to set up the path for Lead Status, ensure you select ‘Lead’ under Object and ‘Lead Status’ as the picklist value.
Screenshot of how to select ‘Lead’ under Object and ‘Lead Status’ as the picklist value
For each stage, you are able to choose up to five fields that are specific to that Path. This will be completely dictated by what information you want to view from that Path.
screenshot of how to choose up to five fields that are specific to that Path
These key fields then show underneath the Path depending on which stage they are at, highlighting these values without the need to scroll to find or opening 1000 tabs!
As you can see, we are also able to write any ‘guidance for success’ in the text box to the right hand side. Both of these are shown as examples in the screenshot below:
Screenshot of menu showing how to write any ‘guidance for success’
Image source: Trailhead
Note: To quickly move the Lead to the next status, simply click on the step desired and click Mark Current Status.
Once activated, remember to add the Path onto the Lead page using the Lightning App Builder by dragging the component across!
Screenshot of how to add the Path onto the Lead page using the Lightning App Builder by dragging the component across
Note: The Path bar is automatically set to the colour scheme of your org, you can change this by heading to Themes & Branding.
Kanban View
Now that we have a fantastic visual of Lead Status, why stop there? Kanban view allows us to easily sort, filter and move most objects, including Leads, Tasks, Opportunities etc. to form a list-view.
Screenshot showing filter options in Kanban view for Salesforce Lead Status
Simply go to the object you would like to view > Display as > Kanban.
Screenshot showing dropdown Display as Kanban for Salesforce Lead Status
From this list, we can move objects from one column to another by simply dragging it across! Not only this, we are able to edit and make any changes to this record from this list as well as delete or change the owner.
Plus, we are able to summarise this data into a chart format, displaying by the data you would most like to see:
Screenshot of how to summarise this data into a chart format
I hope this post has given you a more in-depth understanding of Lead Status and converting Leads to Contacts, so that you can utilise Salesforce features to grow your pipeline and work effectively to increase sales. If you have any questions on how to maximise your sales potential, please contact the team here at MarCloud Consulting.
Screenshot of the display as dropdown on the Lead’s ‘Record Detail’ page
When creating new values, you may choose to deactivate list phone number in cambodia certain values you do not wish to use by clicking ‘Deactivate’ next to the value in question, this will move the value into the section below labelled ‘Inactive Values’ as opposed to deleting them entirely.
When you use Record Types you need to set up ‘Lead Processes’ too that support the lead process. This allows you to set up different lead statuses depending on the record type.
Path
Now, we think this is important information and should stand out… and Salesforce agrees!
As part of the interface in Salesforce Lightning, we are able to create a Lead Status bar or ‘Path’, which displays at the top of the Lead’s page (see screenshot below). This visual sales process allows the stage of the lead/contact to be quickly identified.
Screenshot showing menu of options including open-not-connected for Salesforce Lead Status
Why should we enable this? Well, it not only unifies the selling structure but reduces any delays in qualifying leads and closing deals! Sales reps are able to focus on how to maximise their sales and sales managers are able to view sales rep’s progress, win-win for everyone!
To set up a new path, head to Setup > Path Settings > Enable > New Path.
In order to set up the path for Lead Status, ensure you select ‘Lead’ under Object and ‘Lead Status’ as the picklist value.
Screenshot of how to select ‘Lead’ under Object and ‘Lead Status’ as the picklist value
For each stage, you are able to choose up to five fields that are specific to that Path. This will be completely dictated by what information you want to view from that Path.
screenshot of how to choose up to five fields that are specific to that Path
These key fields then show underneath the Path depending on which stage they are at, highlighting these values without the need to scroll to find or opening 1000 tabs!
As you can see, we are also able to write any ‘guidance for success’ in the text box to the right hand side. Both of these are shown as examples in the screenshot below:
Screenshot of menu showing how to write any ‘guidance for success’
Image source: Trailhead
Note: To quickly move the Lead to the next status, simply click on the step desired and click Mark Current Status.
Once activated, remember to add the Path onto the Lead page using the Lightning App Builder by dragging the component across!
Screenshot of how to add the Path onto the Lead page using the Lightning App Builder by dragging the component across
Note: The Path bar is automatically set to the colour scheme of your org, you can change this by heading to Themes & Branding.
Kanban View
Now that we have a fantastic visual of Lead Status, why stop there? Kanban view allows us to easily sort, filter and move most objects, including Leads, Tasks, Opportunities etc. to form a list-view.
Screenshot showing filter options in Kanban view for Salesforce Lead Status
Simply go to the object you would like to view > Display as > Kanban.
Screenshot showing dropdown Display as Kanban for Salesforce Lead Status
From this list, we can move objects from one column to another by simply dragging it across! Not only this, we are able to edit and make any changes to this record from this list as well as delete or change the owner.
Plus, we are able to summarise this data into a chart format, displaying by the data you would most like to see:
Screenshot of how to summarise this data into a chart format
I hope this post has given you a more in-depth understanding of Lead Status and converting Leads to Contacts, so that you can utilise Salesforce features to grow your pipeline and work effectively to increase sales. If you have any questions on how to maximise your sales potential, please contact the team here at MarCloud Consulting.