Tuesday, September 3, 2013

Zoho CRM Tips and Tricks - Convert Leads


Converting Leads Saves Time and Does the Mundane Work For You.


1) On a lead record, simply choose Convert on the top of the screen.



 2) An Account and a related Contact will be created for you.  You can optionally create a new Potential as well.  Click Convert when finished.



3) The Lead will be REMOVED and now you will have 3 new records that replace the Lead.  All three records are connected and related to each other.



If you choose not to CONVERT a Lead, you will be required to create each record separately and then relate each record to each other manually.

Converting Leads simplifies this process and creates all three records for you automatically.


Happy Selling.


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