Using lead processes

Lead processes allow you to assign different lead status values to different lead record types. We will cover record types in Chapter 12, Configuring Objects for Your Business. Let's take a look at lead processes. 

First, we will navigate to Home (see label 1 in the following screenshot) | Marketing (see label 2 in the following screenshot) | Lead Processes (see label 3 in the following screenshot) from the Setup page, as shown:

This leads us to the following screen:

As you can see in the preceding screenshot, we have a master lead process and you have the option to create multiple lead processes. Let's take a look at what the Master process contains by clicking on Master, as shown:

As you can see in the preceding screenshot, there are several steps to review:

1. Here, you can see all of the values in the Lead Status field. A lead process allows you to add and remove values as needed for a specific process, which is then assigned to a specific lead record type.
2. You have the option to add a default lead status for this specific process.
3. Click on Save to finish editing the lead process.

Now that we have seen the lead configuration options, let's review what we have learned in this chapter.