How can I improve my lead management process in Salesforce?
An example of an AI chatbot conversation about Salesforce lead management best practices.
How can I improve my lead management process in Salesforce?
You can enhance your lead management by using Salesforce's automation tools, like lead scoring and assignment rules.
What are lead scoring and assignment rules?
Lead scoring helps prioritize leads based on their engagement and fit, while assignment rules automatically route leads to the right sales reps.
Can I customize these features?
Yes, Salesforce allows you to customize lead scoring criteria and assignment rules to fit your business needs.
What other tools can help with lead management?
Consider using Salesforce's Campaigns, Reports, and Dashboards to track lead performance and optimize your strategy.
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