In Zoho CRM, you can create leads by:
You can create leads manually by entering the details in the lead form. For instance: While traveling you met a person who showed some interest in your product or service. You exchanged business cards and assured them you would contact him or her again with more details about the product/service. The next day, you create a lead manually with the available details and contact the person. In such cases, it is easy to manually enter in the available details and create a lead record instantly.
You can create leads individually by using the following:
To create leads individually
To clone leads
After collecting the lead details in your CRM account, the next stage is lead qualification. With further negotiations or follow up, the lead can be qualified into a business opportunity. In this stage the focus is on evaluating leads based on their interest and readiness to be promoted to sales.
Following are some of the methods for leads qualification:
As qualification of leads is the focus, associating various records with the leads is the next step. You may need to associate leads with other records, until the lead reaches a certain stage where it can be converted to Potential as per your organization's sales process.
In the Lead Details page, you can associate the following:
To access Leads related lists
You can access more lead options by clicking on the More icon in the Lead's Details page.
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