Capture New Lead Contact Information and Assign Ownership for Primary Products
Question
The Marketing Director at Cloud Kicks has requested that a form be added to the company website to capture new lead contact information and the Primary
Product they are interested in. Once submitted, a lead should receive an email tailored to the Primary Product they selected. The lead record should also be assigned to the correct owner for that Primary Product.
Which three steps are required to create an efficient solution? (Choose three.)
Answers
Explanations
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A. B. C. D. E. F.BCD
To create an efficient solution for capturing new lead contact information and tailoring emails based on the Primary Product selected, the following three steps should be taken:
B. Generate a web-to-lead form that includes both standard and custom fields: A web-to-lead form allows you to capture lead information directly from your website and automatically create lead records in Salesforce. The form should include standard fields such as name, email, and phone number, as well as a custom field for the Primary Product selection. This form will serve as the entry point for capturing new leads and their product preferences.
C. Configure lead assignment rules to route leads to the correct owner: Lead assignment rules determine how leads are assigned to different sales representatives or teams based on specific criteria. In this case, you need to assign leads to the correct owner based on the Primary Product they selected. Configure lead assignment rules that evaluate the Primary Product field and assign the lead record to the appropriate owner. This ensures that the right salesperson or team is responsible for following up on the lead.
D. Create email templates for each Primary Product with corresponding email response rules: To tailor the email communication based on the Primary Product selected, you should create email templates specific to each product. These templates can be pre-defined emails that contain relevant information about the selected product. Additionally, you'll need to set up email response rules that associate each email template with the corresponding Primary Product. When a lead submits the web-to-lead form, the system will trigger the appropriate email template based on the Primary Product selected, providing personalized information to the lead.
By following these three steps, you will efficiently capture lead contact information, assign leads to the correct owner based on the Primary Product, and send tailored emails to leads based on their product preferences. This ensures a streamlined process for lead management and enhances the overall customer experience.
