Turn lead into potential, not necessarily account?
I was looking through the forums and couldn't find an answer to my question. I'm new to Zoho CRM and am confused about why it creates an account when I turn a lead into a potential.
My team was hoping we could have it set so after a qualification is done, a lead could be turned into a potential. From there, if the potential is closed, it would be turned into an account.
We are confused why a potential necessarily creates an account. We have leads that go to a qualification phase that is definitely more involved than just a lead, but not a sold account.
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My team was hoping we could have it set so after a qualification is done, a lead could be turned into a potential. From there, if the potential is closed, it would be turned into an account.
We are confused why a potential necessarily creates an account. We have leads that go to a qualification phase that is definitely more involved than just a lead, but not a sold account.
Any thoughts how we could customize or better utilize the current system? Thanks!
Duncan
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Duncan Bradley
Maha Harish
Lindsay Garrison
Rainer Krause
Holly Tomlin
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Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please followFunction #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRMFunction #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
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