Lesson 2: Lead Capture, Assignment, Scoring, Nurturing, and Sales Engagement
Lesson Overview
This lesson develops practical skills in lead capture, assignment, scoring, nurturing, and sales engagement for Salesforce CRM Lead Management Training.
Topics Covered
Web-to-Lead, imports, APIs, events, campaigns, forms, partners, and manual capture
Assignment rules, queues, round robin concepts, geography, products, and capacity
Scoring and grading concepts, Einstein Lead Scoring, prioritization, and qualification
Email, tasks, sequences, cadences concepts, campaigns, and marketing nurture
Notifications, SLAs, escalation, inactivity, recycling, and disqualification
Capture and routing scenario testing
Practical Activity
Configure or analyze a scenario involving web-to-lead, imports, apis, events, campaigns, forms, partners, and manual capture.
Build and validate an exercise covering assignment rules, queues, round robin concepts, geography, products, and capacity and scoring and grading concepts, einstein lead scoring, prioritization, and qualification.
Use tests, logs, reports, or documentation to verify capture and routing scenario testing.
Key Takeaways
Explain web-to-lead, imports, apis, events, campaigns, forms, partners, and manual capture in the context of Salesforce CRM Lead Management Training.
Apply practical methods for assignment rules, queues, round robin concepts, geography, products, and capacity and scoring and grading concepts, einstein lead scoring, prioritization, and qualification.
Test, document, and troubleshoot capture and routing scenario testing.
