When to create a lead

[Alex_Elborn]

Hi everyone, I'd love to know from anyone using the leads workspace when you're actually creating leads? We have a pretty well-defined process but I would love to know how others are using it and what you would constitue as a lead/when in your process they are created.

[Josh · Accepted solution]

Hi @Alex_Elborn,

For our agency, we have a lead created when a contact becomes an MQL. Those contacts become MQLs either through a lead score or manual review. 

For our clients, most of them are creating a lead when a contact becomes an SQL, as it better fits with their sales process, usually. Typically, the SQL stage is set after a conversation, not typically through pure lead scoring. 

We have found that our clients who have previous experience with Salesforce tend to like this process compared to previously, when the lead object did not exist in Salesforce.

I will also note that not all of our clients have transitioned to using the lead object. Some still use the process they were using prior to the change because it was already working well, reports and dashboards were already created, etc. 

Josh