VI. Lead Overview
Lead (Standard): This object is used to capture and manage potential customers (leads) who show interest in your company’s products or services.
Leads come from various sources, such as online ads, phone calls, real estate agents, and in-store inquiries.
| Field Label | Field Type | Pick List Value | Description |
|---|---|---|---|
| Budget | Currency | NA | Stores the budget of the customer. |
| Interested in Project | Picklist |
Al-Ajmal Al-Fateh Tower Buruj Al-Maktoom Falak Numa Sedra Shaikh Zaid Heights Qatar Tower |
Lists all active and available projects that the lead is interested in. |
| Unit Type | Picklist |
Shop 1BHK 2BHK 3BHK |
Stores the type of unit the customer is interested in. |
| Lead Source | Picklist |
Broker Marketing Campaign Email Marketing Web Google Ads Events |
Stores the source from which the lead originated. |
| Status | Picklist |
New Lead Not Contacted Contacted Disqualify/Lost Qualified Converted |
Tracks the current status of the lead through the sales process. |
| Rating | Picklist |
Hot Warm Cold |
Indicates the potential and readiness of the lead to make a purchase. |
| Phone | Phone | NA | Stores the phone number of the lead for contact purposes. |
| NA | Stores the email address of the lead. | ||
| Sales Person | Lookup (Users) | NA | Links to the sales person responsible for managing the lead. |
| Created Month | Date | NA | Date of creation lead. |
Process Overview:
1. Lead Creation:
o Log in to Salesforce, go to “Leads” tab, click on the “New” button.
o Enter Lead Information and fill out the necessary fields:
Lead Name: First Name and Last Name.
Company: The name of the company the lead is associated with.
Lead Source: Leads can originate from different sources such as Broker, Marketing Campaign, Email
Marketing, Web, Google Ads, Facebook and Events.
Email: The lead’s email address.
Phone: The lead’s phone number.
Initial Status: When a new lead is created in Salesforce, it starts with a status of “New Lead.”
o Click the “Save” button to create the lead.
2. Lead Assignment:
o A sales user is assigned to the new lead. This user is responsible for contacting the lead and managing
the follow-up process.
3. Contacting the Lead:
o The assigned sales user contacts the lead to gather more information and understand their needs. During
this interaction, the sales user will update various fields in the Lead object, such as Budget, Project, Unit
Type, Active Phone Number, Email and Rating (e.g., Hot, Warm, Cold) based on the lead’s potential and
readiness to purchase.
4. Status Update:
o As the sales user progresses through the sales process, they will update the lead’s status (e.g.,
“Contacted,” “Qualified,” “Converted”).
5. Next Steps:
o Based on the updated status and details, the lead may be nurtured further, converted into an opportunity,
or disqualified if not suitable.
This process helps organize and manage leads effectively, ensuring that every potential customer is followed up with and their information is accurately tracked. It allows the sales team to prioritize leads and focus on those with the highest potential.
Once the lead process is completed, the lead is converted into three key objects: an Account, a Contact, and an Opportunity.
The Account represents the company or individual associated with the potential deal; while the Contact refers to the person you’ll be communicating with at that account. The Opportunity is the main focus here, as it tracks the potential deal and its current status.
