Context:
The Contact Us form on the Cloud Kicks website generates leads.
The VP of Sales wants to identify leads that are still new a day after creation.
Sales reps desire an easy way to contact these leads.
Creating a Lead List View:
Purpose: Provides a dynamic way for sales reps and the VP to view leads that require attention.
Filters to Apply:
Lead Created Date not equal to TODAY: Ensures leads displayed were created before the current day.
Status equals New: Identifies leads that have not been acted upon.
Benefits:
Timely Follow-Up: Helps sales reps prioritize contacting leads that may be slipping through the cracks.
Visibility for Management: The VP can monitor leads that are pending action beyond the expected time frame.
User Accessibility:
Simple Access: Sales reps can easily access the list view to find and contact these leads promptly.
Customization: The list view can be adjusted or shared as needed.
Why Other Options Are Less Effective:
Option B: An escalation rule would not necessarily provide an easy way for sales reps to contact leads and might not align with the criteria specified.
Option C: A report focusing on leads created today does not help identify leads that are still new after a day.
Salesforce Sales Cloud Reference:
Creating and Customizing List Views: Salesforce Help - Create a List View Lead Management: Salesforce Trailhead - Lead Management Best Practices for Timely Lead Follow-Up: Emphasizes the importance of prompt engagement with new leads.
By creating a lead list view with the specified filters, Cloud Kicks can ensure that sales reps have a straightforward method to identify and contact leads that have remained untouched for over a day, enhancing lead response times and potential conversions.