Access lead history post-conversion for improved follow-ups in CRM
Availability: All editions except Free
DCs: All
DCs: All
Release Plan: It is rolled out in a phased manner and the feature availability is dependent on the revamped Timeline feature release.
Hello everyone,
After conversion, you can now view your lead's history and interactions in the Contacts, Accounts, and Deals modules as well.
The importance of viewing lead history post conversion
Let's say you've had multiple interactions with a prospect - let's name her Chris Paxton - over the course of two weeks, and all your calls, meetings, and other interactions are recorded within her details page. Once she's converted within CRM from a lead to contact, she's assigned to a follow-up rep for after-sale support. However, because she's no longer a lead, the rep can't find many details about her pre-conversion interactions.
Let's say you've had multiple interactions with a prospect - let's name her Chris Paxton - over the course of two weeks, and all your calls, meetings, and other interactions are recorded within her details page. Once she's converted within CRM from a lead to contact, she's assigned to a follow-up rep for after-sale support. However, because she's no longer a lead, the rep can't find many details about her pre-conversion interactions.
Even though CRM carries over the lead's notes, attachments, and activities to the Contacts module, these items aren't arranged chronologically, which ultimately hinders the follow-up process.
View lead history
It's precisely to overcome this challenge that we came up with this improvement. Now you can view your lead history and interactions post-conversion in the Contacts, Accounts, and Deals modules.
That is all for the announcement. You can share your feedback in the comments section below.
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Anna Sakhi John
Steven
Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー