Lead Management

Optimize Lead Flow from Capture to Close

Managing sales leads effectively and optimizing lead distribution across sales and marketing are critical to achieving sales success. With Salesforce’s lead management tools you can track prospect inquiries and seamlessly route qualified business leads to the right people so reps get instant access to the latest sales prospects and leads are never dropped or lost.

Online Lead Capture

Easily create forms to capture sales leads from your Web site directly into Salesforce and automatically send a personalized response based on information supplied by the sales prospect.

Import Wizards

Quickly import business leads from offline sources, such as trade shows, seminars, and direct mail, and eliminate manual data entry.

Lead Search and Merge

Ensure that reps can easily identify prior interactions with a lead before following up. Easily merge duplicate leads with existing leads, contacts, and accounts—lead management has never been easier.

Automatic Lead Routing

Set up lead queues and lead assignment rules for automatic lead distribution. Get sales leads to the right team or rep based on customized business rules.

Security Controls

Allow reps to access leads in their own territories only and to manually share specific business opportunities with other users. Manage secure channel partner lead distribution.


Lead History Tracking

Create an audit trail of changes made to standard and custom lead fields over time—from creation to conversion. Ensure legal compliance and effectiveness with complete lead tracking.

Lead Qualification

Establish lead qualification processes to make sure all sales reps use the same consistent methodology. Easily customize Salesforce to design distinct qualification processes and page displays for different business units or product lines.

Lead Conversion

Convert qualified leads to sales opportunities with a single click. Notify field sales reps when deals are assigned to them.

Email Prospecting and Tracking

Empower reps to send personalized, high-impact, template-based email messages to prospects in large numbers and to easily track responses. Extend your marketing efforts by helping your sales team better respond to inquiries and communicate with sales prospects.