In this lesson, I provide an overview of the Leads object and functionality. We create a new lead record.
Campaign Members consist of Leads and Contacts. In this lesson we add members to a campaign.
In this lesson, I create a Web-to-Lead form. This process generates HTML code for you to then insert on a website, or hand off to a webmaster. I demonstrate how that HTML code can be embedded into a page by way of my own website, which is on the Wordpress platform.
In this lesson, we dive into how Lead Assignment Rules can be used to dynamically assign lead ownership dynamically, based on criteria you can set.