Tips for improving Lead data

Search first to avoid duplicates

We do not want to enter lead data in Salesforce twice - always perform a search before you enter a new lead.

Search first to avoid duplicates

Keep lead status updated

Outdated lead records are not helpful. We need to always update the status so we have accurate records

Keep lead status updated

Document activities

Salesforce is great because we can see all of our interactions and activities in one place - but if we don't document our activities, we won't have that information.

Document activities

Convert qualified leads

Convert qualified leads

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