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qualifying and converting your leads just got easier the Salesforce lightning experience includes a lead workspace command central for working your leads it's a great way to stay focused so you can do everything you need to do to nurture and qualify your leads so you can connect to your customers in a whole new way let's navigate to leads and take a look at the lead record for Kristin Aiken here we can see that this record like all other lead records has an interactive visual representation of the stages your lead goes through towards qualification together these stages are called the sales path often it's your administrator and sales management who create sales paths for leads and opportunities the sales path reflects your company's sales processes so you can focus on what's most important to keep the lead qualification process moving along in this example we've customized the sales path to include tips for working your leads but your sales path can also include things like company policies links to relevant chatter posts even potential gotchas you've been working this lead Kristin akin and you're ready to move our to the next stage so you mark this stage is complete and the sales path moves to the next stage the lead workspace has other helpful tools for tracking and working leads under activity you can create one-to-one customer journeys by logging calls so that you always know where you left off with your conversations creating tasks for yourself or your colleagues to make sure nothing falls through the cracks scheduling events and meetings with your lead so you can track them all right here in the workspace even sending email right from the lead record so you keep a complete history of everything you've sent your scheduled events and tasks appear under next steps where you see everything you need to do to qualify Kristin Aiken logged calls completed tasks past events and sent email appear under past activity these items help jog your memory about what you've already done so that you're ready to charge ahead with your next steps on chatter you can pull in your teammates to share sales strategies or chat with your manager to get guidance on the best way to get your foot in the door on details you'll find all the background data on your lead like the source of your lead her rating and the number of employees at our company after you've charmed your lead and convinced her that your company can help hers you're ready to mark the lead record qualified and convert it when you convert a lead the information in the lead is changed into a new contact or you can relate the lead to an existing contact and the contact is related to an account you can create a new account or relate it to an account already in Salesforce and if you want you can also create an opportunity at this time or relate the lead to an existing opportunity but of course you can create an opportunity any time and here's the opportunity you just created in the opportunity workspace where you work your deals are all of the activities from the lead right here so you never lose sight of your customer and the work you've done make sure you get familiar with opportunity workspace where you'll manage all those deals you juggle and remember lead conversion is also available in Salesforce one so you can run your business from your phone for more information see this topic in Salesforce help and check out the rest of our lightning videos at SF DC co forward slash lightning how-to or visit us at success.salesforce.com Salesforce connect to your customers in a whole new way