SalesForce CRM Setup

Create custom lead fields, if needed, and specify how they’ll map to custom account, contact, and opportunity fields during lead conversion. Edit the Lead Status picklist to set the default status for new and converted leads. Create public email templates for the automated notification email that will be sent to prospects upon submission of each web lead. If you plan to set up email response rules to use different email templates depending on the information submitted, create one default template to send when none of your response rules apply. Create lead queues if you wish to assign incoming leads to queues. Customize the Lead Settings to select the default owner of leads that fail to meet the criteria in your assignment rule. Create an active lead assignment rule to determine how web-generated leads are assigned to multiple users or queues. If you do not set an active assignment rule, all web-generated leads are assigned to the default owner you specify in the Lead Settings.