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. …
- 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
Business-to-Business Saleswith Robbie Kellman Baxter1h 5m Intermediate
What you need to know1m 10s
1. Get Started with Zoho CRM
2. Work with Leads
3. Work with Contacts and Accounts
4. Work with Deals and Reports
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