FAQs on Leads
1. How can I link a lead to a specific campaign? Follow these steps to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from the ...
Working With Leads
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. ...
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. ...
Standard Fields in Leads
Standard Fields in Leads Following are the list of Zoho defined standard fields available in the Leads module: Fields name Description Data type Maximum Limit Lead Owner Select the Zoho CRM user to whom the Lead is assigned. Lookup - Salutation ...