Hi,
I have just started with Zoho CRM and trying to get a hang of it... and am facing issues at:
1. Creating a lead: I need to fill up "First Name" and "Last Name". And I need to remember the correct names it seems.
a) There's no auto complete
b) There's no lookup from a "Contact" in an "Account".
Q. Is it possible to set it up? If so how. What I want is to (a) avoid duplicates (b) avoid human errors. Basically, ability to lookup against a contact, if already exists. Otherwise, create a new one.
2. If the above is possible, is it still possible (parallelly) to automatically create a new account for Web based leads?
3. Can I customize the lead to opportunity conversion form?