FAQs on Leads | Online Help - Zoho CRM

FAQs on Leads

Follow these steps to link a lead to a specific campaign:
  1. In the Leads tab, select the record that you want to link to the campaign.
  2. In the Lead Details page, click Edit.
  3. Select the campaign from the Campaign Source pickup list.
  4. Click Save.

2. How to add the existing leads to the newly created campaigns?

Leads can be added to the newly created campaign in two ways. You can select the leads from the module view and add them to the campaign or invite leads from the Campaign's details page.

To add leads from the module view
  1. Go to Leads module.
  2. In the Leads module, select the checkbox(es) corresponding to the record(s) that you want to add.
  3. Click More >  Add to Campaigns > Existing.
  4. In the Add to Campaigns popup, do the following:
    1. Click the Campaigns button in the Assign Campaign field.
    2. Select the campaign from the Choose Campaign window.
    3. Select the Member Status from the drop-down list.

    4. Click Save.

To add leads from campaign's details page
  1. Go to Campaigns module.
  2. Select the campaign to which you want to add leads.
  3. In the Leads related list, click +Add Leads.

  4. Select the leads and click Next.
  5. In the Select Campaign Member Status popup, select the status from the drop-down list.
  6. Click Save.

3. Can I create leads from emails?

Yes, you can create leads from emails by following these steps:
  1. Log in to Zoho Mail
  2. In the Inbox, open your customer email.
  3. In the Mail body section, click Add to > CRM > Leads.
  4. A new lead will be created in your CRM account.

4. What happens to the open activities after lead conversion?

During lead conversion, all the open activities related to that particular lead get automatically associated with the corresponding Account, Contact and Deal.

5. Can I create two leads under the same company account? If so, can all those leads be added as contacts to an Account?

You can't directly add multiple leads/contacts under a single company in Zoho CRM.  
However, you can follow these steps to add multiple leads:

  1. Create a lead with the company name. Click on the Leads tab, select the Company field and enter the company name.
  2. Create a custom field to specify that the leads belong to the same company. Learn how to create custom fields. 
  3. Create a custom view to group leads which belong to the same company. Click here for more information.
  4. When you convert the lead to a contact, you will get a message asking if you'd like to associate it with the existing account.   
  5. Click Convert.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                    Zoho SalesIQ Resources

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • FAQs: Leads Management

                                                                                            What are Leads? Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other ...
                                                                                          • FAQs: Deals

                                                                                            Why am I not able to enter the Expected Revenue for deals? The Expected Revenue is automatically calculated based on the Stage and Amount details that you specify for leads, accounts, deals, or any other module. Hence, you cannot enter that value in ...
                                                                                          • FAQs: Email Configuration

                                                                                            Can I configure multiple email boxes in Zoho CRM? No. You can select ONLY one mailbox at a time from which you want to fetch mails in CRM. Can I configure my Gmail, Yahoo, Hotmail and other web mail services in CRM? Yes. You can configure Gmail, ...
                                                                                          • FAQs on Assignment Rules

                                                                                            What is an assignment rule and why do I need it? The growth of your business is proportional to how well your sales team is handling the leads inflow and how effective they are in handling the customers and associated deals. Assigning the leads and ...
                                                                                          • FAQs on Audit Logs

                                                                                            1. What is an audit log and how is it helpful? An audit log, also known as an audit trail, is a record of all the actions that each user in your CRM account performs, displayed in chronological order. An audit log can help identify which user ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources