Leads
Standard Fields in Leads
Following are the list of Zoho defined standard fields available in the Leads module: Field Name Description Data type Maximum Limit Lead Owner Select the Zoho CRM user to whom the Lead is assigned. Lookup - Salutation Select the salutation from the ...
Creating Leads
Creating Leads In Zoho CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing ...
Converting Leads
When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and finally a deal. In short, once the lead status has reached a certain stage, it can be qualified as a deal. On conversion, a lead is ...
Working With Leads
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...