Work with your new leads

Feb 12, 20150 likes516 views

This document discusses the importance of promptly responding to new leads and provides an overview of a tool that allows users to view, manage, and prioritize new leads. The tool displays lead information and activities, allows users to filter and sort leads by status, attributes, or other factors, and take actions like contacting leads or assigning tasks. It is meant to help users efficiently qualify leads, decide which require immediate follow-up, and manage their lead workflow.

New Leads
NEVER MISS A LEAD. EVER.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

As soon as a lead is created in Salesforce,
it’s your responsibility to contact them fast.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

You need to minimize the response time.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Factors such as:
• When they were created
• Activity history
• Qualiﬁcation information
Decides who to contact ﬁrst.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

If you can get a better overview,
and combine these factors
– you’ll be able to work much faster.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Make sure you have all of your
new leads in one place, and
decide who to prioritize.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
LET US PRESENT:
New leads

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
This card serves your new leads.
Wherever they’re created or
assigned to you, they’ll be here
for you to act upon.

Start with an overview to get the
information you need to qualify
the lead. How important is this
lead to you?
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click within this area to
get more details

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click to edit status
Click on the email to send
a mail, or give them a call
Add tasks, log calls,
or book meetings

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click “More details” to
read more about the lead

You can edit basic
information
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Search lead
on LinkedIn
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Change the
lead status
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Add or edit the
description
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

See your activity feed
WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Add tasks, log calls,
or book meetings
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Convert the lead or
open it in Salesforce
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Add more ﬁelds here
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Time to ﬁlter and prioritize your leads.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Go to options to modify the list to
your needs.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
You need to decide which
status to focus on

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Future tasks
probably mean
that you’re on
top of a lead

Does time matter,
or the lead score?
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

When you decide what to see, you’re
making it easier for yourself to work.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Now you’ll be able to work more
efﬁciently with your leads.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

FOR SALESFORCE.COM
FOLLOW US ON SOCIAL MEDIA
OR VISIT OUR WEBSITE BRISK.IO

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Work with your new leads

1. New Leads NEVER MISS A LEAD. EVER. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

2. As soon as a lead is created in Salesforce, it’s your responsibility to contact them fast. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

3. You need to minimize the response time. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

4. Factors such as: • When they were created • Activity history • Qualiﬁcation information Decides who to contact ﬁrst. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

5. If you can get a better overview, and combine these factors – you’ll be able to work much faster. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

6. Make sure you have all of your new leads in one place, and decide who to prioritize. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

7. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS LET US PRESENT: New leads

8. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS This card serves your new leads. Wherever they’re created or assigned to you, they’ll be here for you to act upon.

9. Start with an overview to get the information you need to qualify the lead. How important is this lead to you? WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

10. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Click within this area to get more details

11. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Click to edit status Click on the email to send a mail, or give them a call Add tasks, log calls, or book meetings

12. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Click “More details” to read more about the lead

13. You can edit basic information WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

14. Search lead on LinkedIn WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

15. Change the lead status WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

16. Add or edit the description WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

17. See your activity feed WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS

18. Add tasks, log calls, or book meetings WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

19. Convert the lead or open it in Salesforce WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

20. Add more ﬁelds here WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

21. Time to ﬁlter and prioritize your leads. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

22. Go to options to modify the list to your needs. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

23. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS You need to decide which status to focus on

24. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS You need to decide which status to focus on

25. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Future tasks probably mean that you’re on top of a lead

26. Does time matter, or the lead score? WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

27. Does time matter, or the lead score? WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

28. When you decide what to see, you’re making it easier for yourself to work. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

29. Now you’ll be able to work more efﬁciently with your leads. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

30. FOR SALESFORCE.COM FOLLOW US ON SOCIAL MEDIA OR VISIT OUR WEBSITE BRISK.IO

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