Add LEAD to an existing CONTACT
Hello Everyone!
Is it possible to add a new lead to an existing contact? We sometimes have people who reach out to us for multiple services throughout the year. I don't want the team to create a duplicate contact for someone who is existing. We typically only convert a LEAD to an OPPORTUNITY (DEAL) when we are able to schedule a service appointment. So, is this possible? I have tried to add a lead to an existing contact by using the related list but it doesnt give me the "+" option. Thank you.
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________