In this video, learn how to create a new contact from scratch when not converting a lead, and how to fill in a variety of fields available for a contact.
- [Instructor] A contact doesn't have to come from a lead. … In other words, you can create contacts on the fly … without creating the lead first and then converting it. … That's what we're going to do in this movie. … We're already looking at Current Contacts … and notice that these contacts that we've already created, … one was converted, one was cloned, … If you're creating a contact, … you'll be prompted to enter account information. … If it's an existing account, … no problem it gets added. … If there is no account name, … you'll be creating that account on the fly. … So let's keep that in mind … as we go up here to the plus sign. … Give it a click to start a brand new contact. … We're creating it from scratch. … that we've been in touch with … that wants to get going on a deal. … So we skip the whole lead process … and go right to the contact. … By default you will be the contact owner. … You'll see your name up there. … It's time to start adding information. … Let's say Mister Alan, put in the last name. …
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: Create a contact from scratch