How to associate a lead, contact, account, and deal | CRM FAQs

How are Leads, Accounts, Contacts, and Deals associated in a sales process?

Lead refers to the information of an individual or representative of an organization, collected from various lead sources like trade shows, seminars, advertisements and other marketing campaigns. In Zoho CRM, you can manually enter leads, import them or capture lead information using web forms.

At a certain point of time, the lead may show interest in your products or services and there could be a chance of further negotiations with the lead. At this stage, you can convert the lead into Account, Contact and Deal. While converting a lead, all the lead details will be transferred to Account, Contact and Deal. See Also Lead Conversion Table

Account refers to a company or a department within the company with which you plan or have business dealings.On lead conversion, the lead's Company Name will be converted to Account Name.

Contact refers to the people in an organization (Account) with whom you communicate in pursuit of a business opportunity. There can be many contacts associated to a single account.

Deal refers to the business deals with organizations or people that generate real revenue for your organization. While converting a lead, you have an option to not create a deal upon conversion.

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