Verify Your Leads Setup

Test your leads setup. Sign in first as an inside sales representative to accept and qualify the lead. Then sign in as a field sales representative to convert the lead to an opportunity.

Sign In as an Inside Sales Representative

1. Sign in as one of the inside sales representatives and navigate to the Leads work area.

2. Select the list of unaccepted leads you created.

   The list should contain all your imported leads.

3. Open one of the leads and click Accept.

   You should now be listed as the lead owner.

4. Click the Sales Team tab to make sure all the appropriate sales representatives are listed.

5. Make sure that the information in the lead you're qualifying is sufficient to assign the lead to the field service representative you're using for testing.

   In our use case, qualified leads are assigned to sales territories by state. Make sure that the contact address in the lead includes one of the states in the US that belong to the territory of the field sales representative you're using for testing.

6. Click Qualify to indicate the lead is qualified.

Sign In as a Field Sales Representative

1. Ensure that the assignment process you scheduled previously has successfully completed. If you have not run the assignment process, then you must run the process again, this time, immediately.

2. Sign in as the field sales representative who owns the territory the qualified lead is assigned to.

3. Navigate to the Leads work area.

4. Select the Open leads where I am on the team list.

5. Edit the lead.

6. From the Actions menu, select Convert.

   The Convert window appears.

7. Optionally, change the opportunity name to something more meaningful.

8. Click Submit.

9. The opportunity work area view automatically opens in the current tab replacing the leads work area.

10. You can open the opportunity and view the created account and contact from there.