Lead settings and lead processes

In this section, we will cover some of the configuration options for leads.

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...