Tip #2: Set up lead conversion mapping settings based on page layouts

Hello everyone!

We, at Zoho Community, are happy to get back to you with a new tip for this week. In our previous post, we talked about lead scoring. Click here to read about it if you missed it.

The tip for this week is related to one of the primary aspects of a CRM - Customization.

Tip #2: Set up lead conversion mapping settings based on page layouts
If your business deals with multiple products or services, you may be using page layouts in CRM to manage the diverse sales requirements. For instance, a real estate company may be dealing in the sale of residential property as well as commercial property.

So the fields in the Leads module differ based on whether the lead is interested in, say, apartments and villas (residential property) or office buildings and factories (commercial property). So you have two layouts under the Leads module - Residential leads and Commercial leads.

This solves the problem of managing diverse requirements in a single module. However, when these leads are converted, you want to make sure that they are mapped to the same Residential/Commercial layouts of Contacts and Accounts.

To ensure this, you can use our layout based conversion mapping.

Click Settings > Setup > Customization > Modules.
From the List of modules, select the Leads module.
Click the Module Settings icon > Lead Conversion Mapping.
In the Lead Conversion Mapping page, choose the desired layout under the Leads module.
By default, the fields of the Standard layout of Leads, Contacts, Accounts and Potentials are displayed.
Choose the corresponding layout under Contacts/Accounts/Deals as required.
For each field under Leads, map the corresponding field under Contacts/Accounts/Deals from the dropdown lists.
Click Save.

Once you have configured the layout based lead conversion mapping settings, whenever you convert leads, the lead fields will be mapped to the respective layouts in Contacts/Accounts/Deals.

We hope this was a useful tip. Try it out right away and let us know if you have any questions by commenting below.

Learn more>> Working with page layouts.

Regards,

Vaagdevi Ravishankar

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Join us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to help
Zoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! Product
Q4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and
Q3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging