• sgilleland
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I am looking to have my lead vendors ping/post directly into sales force.  Can anyone tell me the best way of going about this is?

 

Thanks

I am starting from scratch and would like to get an opinion or two.

 

I am a direct writer insurance company and will be using SF as a B2C model.....what is the best approach on that?

 

Secondly, I want to bring leads into the system via a post from our lead provider......Is there a way that I can set up different Tabs for a lead....for example, I would like to have one section that has Auto information, one section to have Driver information, another section on previous Claims, etc...  Or do I just have to create it all on one lead form and then split it up when I convert that lead to a contact?  

 

At the point that they are a contact, would it be best to have a seperate object for each?

 

Thanks,

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