Logging Communications And Actions » Week 3 » Lead Management In Salesforce

Q: An SDR has just conducted a phone call with a lead. As a sales operations specialist, you suggest that he update which of the following in the lead record in Salesforce? Select all that apply.

Yes! After a phone call with a lead, the SDR should update logged calls, follow-up tasks or events (if relevant), notes, and record details to reflect any information they’ve learned about the lead and any follow-up items that need to be done.

Q: Where on a Salesforce Lead record page can an SDR record information like a lead’s company revenue and number of employees?

Yes! The Details tab within a lead record page in Salesforce is where SDRs can store information like company revenue, number of employees, and more. It’s important to keep this page updated as an SDR learns more about the lead through research and communication.