How to Add New Leads into Salesforce - dummies

How to Add New Leads into Salesforce

By Tom Wong, Liz Kao, Matt Kaufman

Before you can begin working your leads, you need to add the lead records into Salesforce. Here are three quick approaches for lead creation, and if needed, how to share your leads with the right people.

The best way to manually create a lead is to use the Create New drop-down list on the sidebar. To create a lead using this method, follow these simple steps:

  1. Select the Create Lead item from the Create New drop-down list.

    A New Lead page appears in Edit mode, as shown in this figure. The only prefilled field is the Lead Status field.

    Filling out a lead record.
    Filling out a lead record.
  2. Fill in the fields as much as you can.

    At a minimum, you must complete the Last Name and Company fields.

    You can add a list of target companies as leads, even if you don’t yet know the names of the right people. In certain cases, you might have only the name of a company because you know you want to target it, but you don’t yet know who to call.

    You can work with incomplete information. In these cases, try typing ? or unknown in the Last Name field so that you know this information is missing.

  3. When you’re done, click the Save button or the Save & New button.

    • Save: The lead record appears in Saved mode, and your changes are displayed in the fields.

    • Save & New: Salesforce knows that salespeople commonly add multiple leads before working them. If you click Save & New, the lead is saved, and a New Lead page appears in Edit mode.

When entering or editing records, click the Save button or the Save & New button when you’re done. Otherwise, you don’t save the information that you just typed for that record.

If you make this mistake and haven’t yet logged out of Salesforce, try clicking the Back button on your browser (as opposed to hitting your head in frustration), which hopefully gets you back to the record in Edit mode. Then, click Save and breathe a sigh of relief.