Lead, Account, Contact Should have same basic Fields!! ...and other related issues
Hi
I have several problems and requests that seem to be counterintuitive for a program that it´s supposed to make Client Relationship Management easier .
1. So I have spent time customizing my Zoho CRM Professional, added Leads (real ones not just test ones), products etc and so I try to convert one of my Leads into a Contact, only to find out that some data got "lost" without even a warning.
What gives!?
This is supposed to be an intuitive program, user friendly and it turns out that not even default fields like address fields get "moved" from Lead to Contact automatically or at least share the same field name:
So for that Lead/Contact I pretty much LOST tons of info. Imagine the problem I would have got into if I had not even noticed this before converting other Leads?!
2. At the Mapping Fields: there are several Default fields that are selectable for Leads and Accounts, even for Opportinities, but there is no way to add them to Contacts... so once again some data gets "lost" when converting Leads..
3. When creating a Custom Field in Leads, if I didn´t checked the "Add also for: Accounts/Contacts" and started populating my Leads just to find later that is not on Contacts, there is no way to edit that custom field later in order to add to Contacts and Accounts!!
4. I also found out that there is no way to revert that Contact back to Lead!? Seriously?! Sometimes that is necessary.
5. If I have a Lead with more than one Contact Person there is no way to make a relation between them unless I create an Account for them, which needs Contacts associated with them, but these "contacts" are still not Contacts, just plain Leads, so that confuses my Sales department. What should I do in these escenarios?
I hope someone can give some answers or a workaround for these issues
Really disappointed
I have several problems and requests that seem to be counterintuitive for a program that it´s supposed to make Client Relationship Management easier .
1. So I have spent time customizing my Zoho CRM Professional, added Leads (real ones not just test ones), products etc and so I try to convert one of my Leads into a Contact, only to find out that some data got "lost" without even a warning.
What gives!?
This is supposed to be an intuitive program, user friendly and it turns out that not even default fields like address fields get "moved" from Lead to Contact automatically or at least share the same field name:
- For Leads we get just plain City,
- for Contacts there´s Mailing City and Other City,
- for Accounts we get Billing City and Shipping City!!!! Really!?
So for that Lead/Contact I pretty much LOST tons of info. Imagine the problem I would have got into if I had not even noticed this before converting other Leads?!
2. At the Mapping Fields: there are several Default fields that are selectable for Leads and Accounts, even for Opportinities, but there is no way to add them to Contacts... so once again some data gets "lost" when converting Leads..
3. When creating a Custom Field in Leads, if I didn´t checked the "Add also for: Accounts/Contacts" and started populating my Leads just to find later that is not on Contacts, there is no way to edit that custom field later in order to add to Contacts and Accounts!!
4. I also found out that there is no way to revert that Contact back to Lead!? Seriously?! Sometimes that is necessary.
5. If I have a Lead with more than one Contact Person there is no way to make a relation between them unless I create an Account for them, which needs Contacts associated with them, but these "contacts" are still not Contacts, just plain Leads, so that confuses my Sales department. What should I do in these escenarios?
I hope someone can give some answers or a workaround for these issues
Really disappointed