Salesforce: How to Accept Leads from a Queue - dummies

Salesforce: How to Accept Leads from a Queue

By Tom Wong, Liz Kao, Matt Kaufman

If you’re a rep assigned to a queue, you can access the queue in the Salesforce View drop-down list on the Leads home page. The queue list page looks just like a regular list page, but you can use it to grab and claim leads.

To pull leads from a queue and make them your own, go to the Leads home page and follow these steps:

  1. Select the queue name from the View drop-down list.

    The queue list page appears.

  2. Select check boxes in the Action column to the left of leads that you want to claim.

    Your manager might have specific guidelines. This is your chance to click into some records and try to pick the hottest leads.

  3. Click the Accept button.

    The queue list page reappears, minus the lead or leads that you selected.

Another way to keep your leads organized is to make sure that multiple versions of the same person don’t show up in Salesforce. This can wreak havoc as people update activity information on different records for the same person. Salesforce detects whether duplicate records already exist and merges them for you.