Leads
The leads Object is for recording information of prospecting
client. It is the multifunction because once you create a lead; you
automatically create an Account, Contact, and Opportunity.
o
Convert lead to Account, Contacts, and
Opportunities o Name (Is compulsory on the lead page) o Lead status (Compulsory)
o Opportunities Details (Compulsory)
o Company (Compulsory)
All fields are customisable but remember there are also
standard fields and customisable fields. Can you think of why the fields above
are compulsory to be on the page layout?
Next time on Leads we will explore standard fields, if you
have any areas you would like me to explore please leave a topic below.
Don’t forget practise, practise, and practise
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