In this video, learn when it becomes necessary to convert a lead to a contact, what gets transferred and where, as well as the procedure to convert the lead into a contact.
- [Instructor] Well, once you have that lead created here … in Zoho, the hope is always … that it turns into something more. … So, when there is a chance for further negotiations, … a lead can be converted into an account, … contact and even a deal here in Zoho. … Now, most organizations have their own methods … for qualifying leads, but once a lead status … has reached to a certain stage, … We're going to focus on converting a lead here in Zoho … we'll talk deeper into deals a little bit later on. … You can see some of these have activities, different icons … At anytime, we can convert one of these leads to an account … and a contact depending on how much information … I already stored with this lead, like going into it. … so, we'll click the name of the person in the lead … and from here, you're going to notice up here … at the top a Convert button. … So, if this is going to turn into something … like a potential deal we want to convert it, … now keep in mind that when we do convert a lead, …
Author
Released
6/12/2019- What is a CRM?
- What Zoho CRM has to offer
- Adding new lead records
- Viewing, filtering, and editing leads
- Working with contacts and accounts
- Creating a deal for a contract
- Running and managing reports
Skill Level Beginner
Duration
Views
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Introduction
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What you need to know1m 10s
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1. Get Started with Zoho CRM
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What is a CRM?1m 43s
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What Zoho CRM has to offer3m 38s
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Launch the free Zoho CRM3m 23s
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Update your profile3m 12s
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2. Work with Leads
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Add new lead records4m 34s
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Edit lead records2m 27s
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Add notes to a lead2m 13s
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Add an attachment to a lead2m 58s
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Add and edit activities5m 32s
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3. Work with Contacts and Accounts
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Duplicate a contact2m 11s
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Delete a record2m 55s
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4. Work with Deals and Reports
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Create a deal for a contact6m 18s
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Search and locate records3m 29s
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Run a report3m 11s
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Manage reports2m 37s
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Conclusion
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Next steps59s
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Video: Convert leads to accounts and contacts