Convert your leads for Administration

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[Music] okay we are going to talk about leads create and convert leads so before we proceed what are leads here leads are people and companies that you have identified as potential customers so they are not yet our customer they are still a potential customer so for example in this person maybe um you go to dream force hopefully there is a dream force 2021 next year and you go there and you met a bunch of people that might be interested in your services uh whatever that may be and then you talk with them you exchange um business cards and then that you can enter that business card as a potential lead because those people show a deep interest in your services and they say oh that's very interesting we can actually use that yeah we have a lot of interns um that we recruit every year we would like to you know train them yeah we'd like to we'd like to see the zone the song intern platform yeah okay so because they are interested i would like to enter them into our system as leads so i can follow up with their deep interest and see if they want to try out our platform for free you know so that's what leads us they are not yet a contact that they are not yet a business account in our organization but their potentially leads their potential so another example what i do or managing a non-profit organization we also convert leads from facebook messenger chats so for example if i flip to my other window this is a facebook page right and if somebody goes on to this facebook page and and chat with us and start chatting right here and then they have never been contacting us ever before meaning they don't exist in our salesforce database no contacts no accounts nothing i created an automation so that those chat messages convert into leads records in salesforce so we can then follow up with resources and stuff and ask them if we can better surface them okay so that's another example of how you can collect leads from multiple um sources or channels like you can do it from web forms as well from chats from the real world like when you go to dreamforce or any event and you get a business cards you know so you can enter them as leads and follow up later on and see if they can proceed trying our services and then becoming a customer in the end okay let's go ahead i'm going to go to my hands on org here and my playground let's use this one because we are preparing for our admin cert let's um close this guy let's uh convert a lead so let's start by adding adding a lead so aparna bosu get cloudy west so let's go ahead and add a panna a prana um i'm gonna go to sales here i'm just gonna copy aparna bosu aparna bosu so leads you can go to the lead stop this is the manual process meaning you've met a partner on say on dream force and she wants to know more about the zone intern platform so let's go and add a panel here i'm going to click here oh new i'm gonna end up on a bosu cloudy west get cloudy west so they're consulting firm for example wanting to know more about the zone internet platform okay and then what else do we have from aparna um she is the marketing manager i'm going to copy that which is the email and then title is marketing manager open not contacted right yes so now if you have more details you can do so you can save now so we've just created a lead record manually right by a human being i am a human being i'm not a robot here so you can also automate stuff like i said before through facebook messenger chats through i don't know mobile maybe texting maybe you broadcast a text message or you have an event and you say text one two three four for if you are interested to learn more and people are texting your short code um numbers and that will generate leads uh automatically right or whatever through any other platform you can think of and you can convert those as lead and then follow up and and and and try to convert them into a contact all right so once the lead is created for aparna bosu everything else is the same more or less you have your activity log you can log any activity a call any other stuff you can create a task for this lead event and then you can send email to this lead and then the details is the details of the lead what we have so far charter and news and it's is the stages okay of the lead you can change the stage here so if i click there and then now it's working contacted we've contacted um through email if a partner wants to follow up up wrong if if she wants to follow up with our zone intern platform or not and then she said oh yeah let's give it a try so we're going to give them a trial service okay so now let's try and convert um convert aparna into a contact so um so dive into the lead record which we just did now we want to convert aparna basically she said yeah i want to know more about the zone dot io internet platform service and then we want to convert her into an account and a contact okay now if i hit the convert button here so create new account and this is her name and the opportunity i i can name this um there and i am the owner of the record the converted status now unless they are closed converted so we are going to convert this this will create an account for her which is get cloudy west create a contact for her aparna bosu and an opportunity which is get cloudy west tidy up a bit there soon i o internet platform trial okay i'm going to convert boom and that will create three new records account contact and opportunity woohoo we're done now um close now if i go to accounts we will have get cloudy west and we have aparna bosu as the contact that marketing manager and then we also have her opportunity here right prospecting and we can do more stuff that's basically how we convert so let's do the challenge together i need to oh yeah administered so we have the trailhead playground correctly so create elite shantae smith get cloudy south so more leads new chantal smith get cloudy south south and then i'm working contacted okay i'm going to go working contacted as the status here and save so shanta is our new lead she is also interested in the song not i o platform but not for internship she is interested for one source of login platform which is another thing that we're gonna make okay so mr um miss chantel smith we are going to create a task for miss smith and due date any date so let's create a task here new task the subject is call her let's call her oh it's already the weekend let's call on tuesday monday is too busy and start that not not started yet yeah it's not started so task to call chantal on tuesday okay that's pretty much it so that's how we work with leads and there's many channels on how you can open the door to accept leads like i said before and create a bunch of automation so that you can work on them and convert them into contacts and accounts all right let's get the challenge points and i will see you on the next video which is work your opportunities hit that subscribe button and explore new trailhead grounds 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