CRM | Leads | Knowledge Base

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 ...
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 ...
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 leads from ...
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 ...

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