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.

    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








                                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

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          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 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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • 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 : 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: Assignment

                                                                                                    What is an assignment rule and why do I need it? The growth of your business is proportional to how well your sales team is handling the leads inflow and how effective they are in handling the customers and associated deals. Assigning the leads and ...
                                                                                                  • FAQs: Email Configuration

                                                                                                    Can I configure multiple email boxes in Zoho CRM? No. You can select ONLY one mailbox at a time from which you want to fetch mails in CRM. Can I configure my Gmail, Yahoo, Hotmail and other web mail services in CRM? Yes. You can configure Gmail, ...
                                                                                                    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