Using the lead settings

The lead settings allow you to configure some options for your leads and convert leads into opportunities. Let's take a look at these options.

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

This brings us to the following screen:

The preceding screenshot shows you the three sections that contain the lead settings options:

1. Lead Queue Settings has the following two options:
   • Default Lead Owner: This is the user that owns all the new leads created through the web-to-lead feature and that are not assigned to another user based on criteria.
   • Notify Default Lead Owner: This sends an email to the default lead owner when a lead is assigned to them.

2. Lead Conversion Settings has the following options:
   • Require Validation for Converted Leads: When a lead is converted, this option makes sure all validation and automation on the new account, contact, and opportunity is enforced.
   • Preserve Lead Status: This preserves the lead status assigned to the original lead owner when converting the lead, rather than updating the new owner's default lead status on conversion.
   • Enable Conversions for Salesforce Mobile: Allows conversion using the mobile app.
   • Hide Opportunity Section of Convert Lead Window: If this option is set up, an opportunity will not be created during lead conversion.
   • Select "Don't create an opportunity" by Default in Convert Lead Window: This makes not creating the opportunity the default option but gives the user the option to create the opportunity by checking a checkbox.
   • Create a Task During Lead Conversion when Subject is Blank: This option applies to Salesforce Classic and automatically creates a follow-up task when a lead is converted.
3. Lead Merge Settings has the following options:
   • Org-Wide Merge and Delete: If your organization-wide default sharing option is set to Public Read/Write/Transfer for Leads, checking this box allows users to also merge and delete leads.

Next, let's take a look at lead processes.