Salesforce HSD Qualified Lead Entry Steps for HS1

Step 1: Select your customers account, go to opportunities. Click on NEW

~ OR ~

Select the Create HSOne Opportunity Button from the Account level

https://s.phonesites.com/v0/b/phonesites-prod.appspot.com/o/images%2F6ugtQhaTEIQHK1cg4kGzlb0iS513%2F1640187631465*HSD-HSONE%20Lead%20in%20Salesforce%20Create%20Opporunity%20Button*JPG?alt=media&token=b2a56c20-4eba-4c56-a3b4-ab647c32470a

https://s.phonesites.com/v0/b/phonesites-prod.appspot.com/o/images%2F6ugtQhaTEIQHK1cg4kGzlb0iS513%2F1621964506278*Salesforce%20Step%201*jpg?alt=media&token=6c59c209-0375-4294-ae75-c4aeb03e3d5d

Step 2: Select Dental HSONE

Step 3: Enter your customers information, ie; customer contact, phone, e-mail, etc…
Then select the box that best suits the HS1 Opportunity. For this example; Patient Engagement & Communication/Lighthouse/Select the right arrow to add to the CHOSEN Box.

Step 4: Enter any important key notes in this description box at the bottom of the HS1 Opportunity.

GREAT DTS EXAMPLE: HS1 Team I have processed this order on the HSD side. Product is SOLD. Please mark this opportunity/lead as CLOSED WON in your HS1 Instance

OR FSC Example;
Please only speak to Elisa. Elisa is Dr. Bob’s wife, they are a long time VIP HSD customer.

OR
Currently using Eaglesoft, interested in Dentrix Ascend, office has Schick sensors, 5 DRS, 5 HYG, Looking to convert by June 2021, they spend $1,000,000,000 om Merchandise, their DTS is…..

Step 5: Close out the lead.

Salesforce HSD Qualified Lead Entry Steps for HS1

Step 1: Select your customers account, go to opportunities. Click on NEW~ OR ~Select the Create HSOne Opportunity Button from the Account level

Step 2: Select Dental HSONE

Step 3: Enter your customers information, ie; customer contact, phone, e-mail, etc…Then select the box that best suits the HS1 Opportunity. For this example; Patient Engagement & Communication/Lighthouse/Select the right arrow to add to the CHOSEN Box.

Step 5: Close out the lead.

Step 1: Select your customers account, go to opportunities. Click on NEW

~ OR ~

Select the Create HSOne Opportunity Button from the Account level

Step 3: Enter your customers information, ie; customer contact, phone, e-mail, etc…
Then select the box that best suits the HS1 Opportunity. For this example; Patient Engagement & Communication/Lighthouse/Select the right arrow to add to the CHOSEN Box.