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HOW TO: LEAD GENERATION
Lead Management in Salesforce
Official Documentation: Manage Leads
Learn all about lead management in Salesforce. Get up to speed on viewing, updating, and converting leads as you build your pipeline.
E-book: Salesforce Lead Management Implementation Guide
A comprehensive guide to setting up lead management in Salesforce. Our lead management software helps your inside opportunity or telesales teams qualify leads before passing them on to sales.
Trailblazer Community: 5 Steps to Effective Lead Management
Increase your pipeline, focus on the right leads, and track what works and what doesn't with these five easy steps.
Trailblazer Community: 6 Tips for Getting the Most from Your Leads
Use the leads object in Salesforce to gather information critical to refining your sales process and reaching high conversion rates.
More Awesome Resources
Salesforce Blog: 7 Best Practices for Lead Management
These seven best practices can help you increase your pipeline, make sure you focus on the right leads, and track what works and what doesn’t.
Sales Cloud: Lead Management
Watch this short demo to learn how Sales Cloud helps you show the impact of your marketing activities and enables you to invest your time on the hottest leads.
Pardot: 7 Simple Lead Management Tips
Get your sales reps the leads they want and marketing the recognition they deserve with these seven easy tips for failproof lead management.
Video: Leads and Campaign Management Demo
Quick video overview shows how leads in Sales Cloud lets you work through your best sales leads in minutes so you can sell faster from anywhere.
Video: Salesforce Fundamentals: Strategy for Campaign and Lead Management
This deep dive explains how campaigns and leads are managed in Salesforce, and how you can see real ROI with your marketing efforts.