Hive training

The Ins and Outs of Salesforce

Salesforce will be your best friend and your worst enemy at the same time.

Luckily, it is pretty fool proof, so it will remind you of the fields you need to enter to save information. This includes:

  • Name
  • Program
  • Age
  • Referral Source
  • Took Call (you!)
  • Phone Number
  • Home State

Additionally, put the date and your initial in the Lead Comment and save immediately to let others know you are working on this lead.

Sometimes leads are duplicated in Salesforce with no rhyme or reason. To prevent two people working on the same lead, which would sound unprofessional to our potential clients, always check for duplicates!! You can do this by searching the name, phone number or email address in the search bar. You can also find duplicates by hitting the “find duplicates” button located further down the page, next to Lead/Student Detail. Do this EVERY TIME you work on a lead.

Once you have established contact with a potential client, either spoken to them over the phone or they have responded to your email, you change the Status from Open to Prospect. This gives everyone a good oversight of what has been taken care of, especially when looking for open leads (which you will learn all about in Becoming a Lead Detective).

The Activity tab gives a quick overview of what forms of contact have been done so far. Log every phone call and email that is done in relation to this case. A quick note and what form of contact is sufficient for this section. Next to the Activity tab, the Lead Comment gives you the opportunity to fill out more information. Here you give a detailed description of the points of contact you have had and any information you have received either from the potential client or anyone else you have involved in this process. You’re notes not only keep you updated on the latest, but also everyone else involved in the admissions process. You want to fill out information on the lead as comprehensively as possible so not only you, but also anyone and everyone can understand what has been done with the lead. The more information the better!

And don’t forget to SAVE, SAVE, SAVE

**A note on the took call section: if you have answered the call of an EC or MHP calling in, or the person calling is asking for someone in admissions in particular, put their name in “took call” so the lead shows up in their reports. Then send the link via email so they can more easily work on the lead in the future.