Creating Leads

1. 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.
2. Importing leads from external sources: You can gather data through various sources, e.g. purchasing a leads' database, leads from different business units, etc. and import the CSV and XLS files into Zoho CRM.
   
3. Capturing leads from website: You can create web forms and allow website visitors to submit their contact details or questions directly through forms. These details submitted in the website are captured directly in the Leads module.
   

Note

1. Some of the standard fields may not be visible or editable depending on your organization's business process.
   
2. In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator.
   

Create Leads Individually

1. Filling in the details in the lead creation form.
   
2. Cloning the lead with a few changes in the existing record.

Note

1. By default, the person who creates the lead owns it.
   
2. To change owner, click the Change link in the Lead Owner field from the Lead Details page and select another user.
   

To create leads individually

1. In the Leads module, click + button.
   
2. In the Create Lead page, enter the lead details. (Refer to table)
   
3. Click Save.

To clone leads

1. In the Leads tab, click a particular lead that is to be cloned.
   
2. In the Lead Details page, click the More icon.
   
3. Click Clone.
   
   
4. In the Clone Lead page, modify the required details. (Refer to table)
   
5. Click Save.
   

Qualify Leads

1. Phone Call: A direct and quick follow up method after the lead generation to initiate further discussion on the sales process.
   
2. Direct Mail: A traditional approach of delivering materials such as advertising circulars, brochures, catalogs and other commercial materials through postal mail.
   
3. Email: Send email communications to enhance business relationships if the email addresses are captured during the lead generation process. This enables a quicker method to send specific or mass mailings to qualifying leads.
   
4. Meeting: A one-to-one personal meeting or a scheduled online meeting provides a good approach for further development towards the next stage.
   
5. Documents: The process of exchanging documents to understand the prospective business, enabling clarity of expectation and understanding to provide business solutions.
   
6. Notes: Notes in the form of remarks or comments included during the follow up sessions that act as a record of the previous follow ups during the qualifying stage.
   

Associate Leads with Other Records

1. Open Activities: To add tasks and events (meetings and calls).
   
2. Closed Activities: To archive the closed activities.
   
3. Attachments & Notes: To attach documents and notes.
   
4. Mails: To send e-mail messages to the selected lead.
   
5. Campaigns: To associate many campaigns to a single lead.
   
6. Social Interactions : To view the X (Twitter) and Facebook interactions associated to the lead and send messages, like posts, retweet, etc.

Access Leads Related List

1. Click the Leads module.
   
2. Click the desired record.
   
3. In the Lead's details page, under Related List section, click on the required related list name to navigate to the corresponding section.
   
   
4. You can add a new related list by clicking on a the Add (+) icon beside Related List. You can add new items to existing related lists by clicking on the Add (+) icon that appears when you hover your mouse over a related list name.

Access More Lead Options