Moving Through the Sales Cycle using Salesforce Lead Status

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1. What is Lead Status then? “Lead Status is a fundamental part of how we segment our Leads so we can quickly see whether we should follow up with them.” As part of the initial setup, Salesforce may have created the following four picklist values:

   In Lifecycle segmentation

2. Contacts are, therefore, the individuals who are our established point of communication within a target business. “In order for a Contact to have a direct link to an Opportunity in Salesforce, we must use Contact Roles. These roles specify relevant details regarding the person and make it possible to appoint them as the ‘decision-maker’ for an Opportunity, determining their importance.” What is Lead Status then?

   In Outbound CRM data model

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