Lead Management

Show the impact of your marketing activities on your sales pipeline and invest your time on the hottest leads.


Convert more leads into actual opportunities.

Salesforce lets you track all the right information about your CRM leads. The rich activity timeline lets you see and access the most up-to-date contact information while understanding best practices and relevant documents using Sales Path. You can even see where a marketing campaign lead came from, read the relevant insights you can act on, and write and track emails from the CRM solution. It’s everything you need to convert more leads, faster.

Route and assign leads to the right people.

Set up automatic lead scoring and routing to ensure leads never fall through the cracks, and that the right sales reps follow up on leads while they’re hot.

Track marketing campaigns across all channels.

Be a successful lead tracker from capture to close. You’ll be able to manage and track campaigns across all channels, including social media. This will help you make smarter decisions about where to invest, and show the impact of your marketing activities on your sales pipeline.


Want to Learn more about Leads?

The Salesforce Learning Center includes a range of educational material, with sections on CRM, Sales, Customer Service, Marketing and more. Here are some of our Lead Management related articles:
Everything you need to know about Lead Generation.
An introduction to B2B Marketing basics and principles.

Frequently Asked Questions


What is a marketing lead?

A lead is a person or business that has demonstrated an interest in knowing more about a seller's products and services. Leads are the next stage of the buying process after a potential target or "prospect". Leads come from a variety of sources, for example from filling in a form on the seller's website or from contacts gained though networking.

What is Lead Tracking?

Lead tracking allows businesses to monitor lead activity through the whole sales and marketing funnel. It also helps businesses understand which marketing activities generate the most qualified leads. Identifying the best-perfoming lead sources can help businesses make better budget decisions and improve marketing ROI.

What's the Difference Between a Lead and an Opportunity?

A lead is a person or business who has demonstrated an interest in a seller's products and services.

An opportunity is a lead which is considered more likely to become a customer because it meets specific criteria set by a business. Learn more about opportunity management.