Lead Management
How do I export my leads from CRM to an XLS file?
You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...
How do I export leads from a list view?
You can export leads to a custom view using reports. To export leads: 1. Go to the Reports module and click Create Report. 2. Select the Leads module and choose a report type, e.g. Tabular. 3. Select the fields you want to add to your report. ...
How can I display a pipeline to show in which stage my leads are?
You can use the Lead Status field to filter the pipeline status of your leads. You can also add custom values for the Lead Status field. Follow these steps to add custom values: Go to Setup > Customization > Modules and Fields Click on the Leads ...
Can I have two leads from the same company? If so, will all leads for a company be added as contacts to an account?
Yes, it is possible. When you're converting leads from the same company, you can associate both of them to an existing Account and manage those contacts easily.
What is the difference between Open Leads and Converted Leads?
Open Leads are those leads that have not been converted yet, while Converted Leads are those that have been recently converted from leads to contacts or an account. More information on converting Leads
Can I create multiple contacts for Leads (with Company as lead) in Zoho CRM?
No, we do not have an option to create multiple contacts for a lead in Zoho CRM. However, follow these alternative steps to do so: 1. Click the Leads module on the top left hand corner of the screen. 2. Create on + next to the Leads tab and enter a ...

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