Salesforce for New Business Development Execs

As a New Business Development Executive, you'll use Salesforce to manage new Leads once they've become marketing qualified.

You'll manage each lead as they come in, with the aim to pass them on to the Welcome Team (WT).

The MQL Report

What is the MQL Report?

MQL Status: New

MQL Status: In Follow-Up

Which Leads do you target first in the MQL Report?

Actions and Tasks

First Actions

What extra information could you enter into Salesforce to flesh out a Lead before you call them?

Follow-Up Tasks

Keeping Track of Tasks


How should you primarily prioritise your daily workload?

Discovery and Outcomes


Not Ready, No TD

Ready for Consultation

What must you do when you're finished working on any Lead?