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Moving Through the Sales Cycle using Salesforce Lead Status
marcloudconsulting.com
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In a nutshell, Leads are individuals that have demonstrated an interest in our products or services. “Through continued engagement with our brand and campaign assets, these individuals may have been marked as Marketing-Qualified Leads (MQL’s) in Pardot and pushed through to Salesforce when they have been deemed ‘sales-ready’.” Once a sales representative has followed up regarding this opportunity, the lead will be converted into a Contact.
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?