Create a report to view converted Leads.
- Click the Reports t ab.
- Click New Report.
- Click the ( + ) sign next to the Leads folder.
- Select the Leads with converted lead information report type.
- Click Create.
- If desired, drag additional fields onto the 'Preview' section.
- Click the Add button.
- Select the Field Filters.
- Set your criteria to 'Converted equals True.'.
- Click Run Report.
- Go to Setup | Customize | Leads | Fields | Lead Status.
- Click Edit next to a value.
- Select the Converted checkbox if you would like it to be an available value during Lead conversion (Note: you can have more than one converted status value).
- Click Save.
How do I set the values available for converted status?
To set the values available for the "converted status" field on the convert page layout, do the following: Click Edit next to a value. Select the Converted checkbox if you would like it to be an available value during Lead conversion ( Note: you can have more than one converted status value).
How do I check the status of leads in Salesforce?
From Setup, open Object Manager, then Lead, and select Fields & Relationships. Select Lead Status. If the picklist values Working - Contacted and Nurturing - Contacted aren’t present.
How do I set converted leads status values?
Before a Lead is converted into an Account and a Contact, Users must select a "converted status" value for the record to be converted.. How to set converted Leads Status values? To set the values available for the "converted status" field on the convert page layout, do the following: Click Edit next to a value.
How do I use the converted status picklist value?
When you click on the convert button and go to the convert lead screen the converted status picklist has the following values: So, for example, let's say the lead has the status value 'Establishing Interest'. The user clicks convert and selects 'Qualified' as the converted status picklist value.
What is converted status in Salesforce?
Salesforce Lead conversion Lead conversion in Salesforce is a process in which a lead record is converted into Accounts, Contacts & Opportunities. This happens when a lead is identified as a qualified Sales prospect.
How do I add a lead status in Salesforce?
From Setup, open Object Manager, then Lead, and select Fields & Relationships. Select Lead Status....Add Values to the Lead Status PicklistClick New.For the label and API name, enter Working - Contacted .Save your changes.Add the Nurturing - Contacted picklist value by repeating these steps.
How do I automatically update lead status in Salesforce?
Create a New Process For When Calls are CreatedClick the gear icon on the top right corner of the Salesforce screen.Select Setup.In the Quick Find box, search for Process Builder and open it.Click New.Provide a Process Name like Call To Set Lead Status as an example.More items...
How do I edit a convert lead page in Salesforce?
No. You cannot modify the Lead Conversion page layout instead you can create a new custom page and call it from a new custom button. To your second question, You need to have support to enable the "Apex Lead Convert" feature.
How do I update lead status?
Update Lead Status Pathway with Helpful InstructionsClick the gear in the upper right corner.Click Setup.In the Quick Find text box on the left side type in 'Path Settings' and click on it.Click Edit next to Leads.Click next.Then click on each of your lead status values to add in any kind of helpful text for your team.More items...
What is lead status Salesforce?
What is a Salesforce lead status? A Salesforce lead status is a default field in Salesforce and one of the most important fields to have set up, working, and being used in a consistent way across your revenue organization.
Can we change the lead process if yes then how?
You can change Lead Process and Create Multiple Processes as per your business requirements. Create and maintain multiple lead processes for your organization to use. Lead processes use the lead status field to identify a lead within the lead lifecycle.
How do I add a field to a lead conversion page?
Goto Lead-->Fields. Under Lead Custom Fields & Relationships section click on Map Lead Fields and map the fields accordingly. Once you populate the value on Lead,it will populate the value automatically on Account/Contact/Opportunity Custom Fields if you map the fields correctly.
Planning for Campaign Member Statuses
Before you start using campaign member statuses, think about your campaign types and which statuses you want to include for each type. For example, statuses for an event can include Invited, Registered, and Attended.
Using the Campaign Member Status Field
From a campaign’s Campaign Member Statuses related list, users can create a status, select a default status, and indicate whether the status is considered a response. Salesforce tallies response records together in the Responses in Campaign field.
Updating Campaign Member Statuses
If you plan to use campaign member status as a filtering mechanism in reporting or automation, don’t edit the available member statuses and their settings. If you change the status value or its response setting, it can cause problems where the status is in use and trigger statistics recalculation throughout your reports.
