Dbochman/qualifying-leads

Lead Qualification

Qualify and prioritize Salesforce leads via sf CLI.

Setup

# Requires: sf (Salesforce CLI)
sf org login web --alias nvcrm-dev --instance-url https://test.salesforce.com

Quick Reference

All commands require --target-org nvcrm-dev (or -o nvcrm-dev).

Query Leads by Status

# New/unworked leads
sf data query -o nvcrm-dev --query "SELECT Id, Name, Company, Email, Status, LeadSource, CreatedDate FROM Lead WHERE Status = 'Prospect' ORDER BY CreatedDate DESC LIMIT 50"

# Sales qualified leads ready for conversion
sf data query -o nvcrm-dev --query "SELECT Id, Name, Company, Email, Status, CreatedDate FROM Lead WHERE Status = 'Sales Qualified' AND IsConverted = false ORDER BY CreatedDate DESC LIMIT 50"

# Leads by specific status
sf data query -o nvcrm-dev --query "SELECT Id, Name, Company, Status FROM Lead WHERE Status = 'Working' LIMIT 50"

Check for Duplicates

# Find accounts matching company name
sf data query -o nvcrm-dev --query "SELECT Id, Name, Industry, Type FROM Account WHERE Name LIKE '%CompanyName%'"

# Find contacts by email domain
sf data query -o nvcrm-dev --query "SELECT Id, Name, Email, Account.Name FROM Contact WHERE Email LIKE '%@domain.com'"

# Find existing leads from same company
sf data query -o nvcrm-dev --query "SELECT Id, Name, Company, Status, Email FROM Lead WHERE Company LIKE '%CompanyName%'"

Find Stale Leads

# Leads untouched for 30+ days
sf data query -o nvcrm-dev --query "SELECT Id, Name, Company, Status, LastModifiedDate FROM Lead WHERE LastModifiedDate < LAST_N_DAYS:30 AND IsConverted = false ORDER BY LastModifiedDate LIMIT 50"

# Leads stuck in 'Working' status
sf data query -o nvcrm-dev --query "SELECT Id, Name, Company, Status, LastModifiedDate FROM Lead WHERE Status = 'Working' AND LastModifiedDate < LAST_N_DAYS:14 ORDER BY LastModifiedDate LIMIT 50"

Lead Source Analysis

# Count leads by source
sf data query -o nvcrm-dev --query "SELECT LeadSource, COUNT(Id) cnt FROM Lead WHERE CreatedDate = THIS_QUARTER GROUP BY LeadSource ORDER BY cnt DESC"

# Recent leads by source
sf data query -o nvcrm-dev --query "SELECT Id, Name, Company, LeadSource, CreatedDate FROM Lead WHERE LeadSource = 'Web' AND CreatedDate = THIS_WEEK ORDER BY CreatedDate DESC"

Update Lead Status

# Update status
sf data update record -o nvcrm-dev --sobject Lead --record-id 00Qxxxx --values "Status='Working'"

# Add to working queue
sf data update record -o nvcrm-dev --sobject Lead --record-id 00Qxxxx --values "Status='Working' Rating='Hot'"

Workflows

Triage New Leads

Progress:
- [ ] Query new leads
- [ ] Check each for duplicates
- [ ] Update status or flag for review

# 1. Get new leads
sf data query -o nvcrm-dev --query "SELECT Id, Name, Company, Email, Industry, LeadSource FROM Lead WHERE Status = 'Prospect' AND CreatedDate = THIS_WEEK ORDER BY CreatedDate DESC LIMIT 20"

# 2. For each lead, check for existing account
sf data query -o nvcrm-dev --query "SELECT Id, Name FROM Account WHERE Name LIKE '%CompanyName%'"

# 3. If no duplicate, update to Working
sf data update record -o nvcrm-dev --sobject Lead --record-id 00Qxxxx --values "Status='Working'"

Qualify for Conversion

Progress:
- [ ] Find sales qualified leads
- [ ] Verify no existing account
- [ ] Check contact doesn't exist
- [ ] Ready for conversion

# 1. Sales qualified leads
sf data query -o nvcrm-dev --query "SELECT Id, Name, Company, Email, Status FROM Lead WHERE Status = 'Sales Qualified' AND IsConverted = false LIMIT 20"

# 2. Check account exists
sf data query -o nvcrm-dev --query "SELECT Id, Name FROM Account WHERE Name LIKE '%CompanyName%'"

# 3. Check contact exists
sf data query -o nvcrm-dev --query "SELECT Id, Name, Email FROM Contact WHERE Email = '[email protected]'"

Notes

Status Flow: Prospect → Working → Sales Qualified → Convert (or Disqualified/Recycling/Declined)

Confirm before: Converting leads, bulk status updates, deleting/merging duplicates