FAQs on Leads | Online Help - Zoho CRM

FAQs: 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.

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.

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.

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.

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.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

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

                                                                   
                                                                    

                                                                  Videos

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

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    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 TeamInbox 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: SalesInbox

                                                                                                                              What is SalesInbox? SalesInbox in Zoho CRM is a feature specifically designed to prioritize and organize emails based on the CRM data that is most relevant to salespeople. It automatically sorts incoming emails into relevant CRM categories, such as ...
                                                                                                                            • FAQs : Macros

                                                                                                                              What are macros? Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of ...
                                                                                                                            • FAQs: Cadences

                                                                                                                              What are Cadences? Cadences are a new tool in customer relationship management that changes the way businesses talk to their customers. It helps businesses make their marketing and sales plans better by being very precise and personal. This tool lets ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

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



                                                                                                                                eBooks

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



                                                                                                                                Webinars

                                                                                                                                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