Associating lead referrals to the respective contacts

Associating lead referrals to the respective contacts

In today's technological world, despite all the advertising a firm undertakes to attract potential clients, the number of customers a company obtains from referrals is enormous. So when happy customers refer leads to you, it's definitely a reason to celebrate. At the same time, when such word-of-mouth referrals occur, you may want to keep a good track of it.

Knowing who referred whom would give you a better context of the background behind a said lead. For example, a client may refer you to their sister concern or a different branch in their organization. Knowing details of the one who made the referral will help you make good offers and take informed decisions in a manner that will make both the referrer and the referred happy. Therefore keeping a track of referrals will therefore go a long way in helping you with customer retention, which is, after all, one of the most important aspects of maximizing revenue.

In Zoho CRM, you can establish referral association using what we call a lookup field, whose principal function is to establish a link between two separate modules. Let's look at how to create a lookup field.

For example, here, while you add a lead, you see a lookup field called "Referred by", from which you can pick the customer that referred your business to this lead.


To add a lookup field,
1. Go to Set Up > Customization > Modules and Fields > Choose the module you want to add the lookup field, in this case Leads.
2. Click on the layout of the module chosen. You will land on the Layout editor, click and drag the lookup field from the 'New Fields' section.
                                                         
3. Now, enter the required Field Properties.
Field Label : The title of the field is displayed using this.
Lookup Module : You can choose the module to which you want to add a reference from this menu.
Related List Title : This is the option's title, which will appear in the related list on the detail page's left side.
                                  
4. Click Done, and save the layout.

Execution :
The look up field that we added in the layout will be displayed over the modules (Here, leads module) page.

The corresponding lookup reference is also found on the detail page of the module (Contact detail page).


Creating leads from contact :
The leads that a specific contact has referred to can be found on the contact module detail page. This occurred as a result of the contact module being added as a lookup module for the leads module. We can create leads from the contact's detail page. To generate a lead from a contact, follow these steps:
  1. Go to Contacts module > Select the contact who has referred a lead
  2. Click on the reference link in the Related list on the left tab (Referred leads). The reference tab displays all previously referred leads, or it is blank if none have been linked.
  3. There are three options in the reference tab:
  1. Assign - Here we can refer to already existing lead.
  2. New - You can immediately add new leads here: If a lead is generated from this page, the lookup field is assigned to the contact from which the lead was generated.
  3. Edit - This edits the rows that are needed to be displayed.
 

    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 FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            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


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    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









                                                                                                              • Related Articles

                                                                                                              • Creating Contacts

                                                                                                                In Zoho CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources such as a survey form or your website.  Importing contacts from external source : ...
                                                                                                              • Standard Fields in Contacts

                                                                                                                Following are the list of Zoho defined standard fields available in the Contacts module: Field Name Description Data type Maximum Limit Contact Owner Select the Zoho CRM user to whom the account is assigned. Lookup - Salutation Select the Salutation ...
                                                                                                              • Identify duplicates between leads and contacts modules

                                                                                                                Edition: Enterprise | Industry: Travel | Feature: Workflow rule and Functions Scenario Joshua Baker is a sales manager at an online travel agency that offers customized tour packages. The agency has a webform on its website through which interested ...
                                                                                                              • Working with Contacts

                                                                                                                Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Business-to-Consumer (B2C) scenarios, contact is the most important information for acquiring customers, whereas in ...
                                                                                                              • Sales process: Lead generation

                                                                                                                Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features  A sales process is a framework of a repeatable set of steps that a salesperson or the sales team takes to move a ...
                                                                                                                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