Can I create multiple contacts for Leads (with Company as lead) in Zoho CRM?

Can I create multiple contacts for Leads (with Company as lead) in Zoho CRM?

No, we do not have an option to create multiple contacts for a lead in Zoho CRM. However, follow these alternative steps to do so:

1. Click the Leads module on the top left hand corner of the screen.
2. Create on + next to the Leads tab and enter a Company Name.
3. Create a custom field to specify that it belongs to the same company. Click here for more information.
4. Create a custom view to group leads which belong to the same company. Click here for more information.
5. Convert the lead into a contact.
6. Once the lead gets converted to a contact, you will get an option to associate it with the existing contact. Now all leads can be associated under the same account.

Note: You can also directly add leads into the accounts module from where you can add multiple contacts.

    • Related Articles

    • Associating lead referrals to the respective contacts

      In today's technological world, despite all the advertising a firm undertakes to attract potential clients, the number of customers a company obtains from referrals is enormous. So when happy customers refer leads to you, it's definitely a reason to ...

    • Create Surveys from Zoho CRM

      Campaigns allow you to track all marketing initiatives in your business. It also lets you evaluate the performance of every campaign based on the generated ROI. Survey campaign lets you identify your prospects' requirements which helps you identify ...

    • FAQs: Leads

      How can I link a lead to a specific campaign? Follow these steps to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from the ...

    • Converting Leads

      When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and finally a deal. In short, once the lead status has reached a certain stage, it can be qualified as a deal. On conversion, a lead is ...

    • FAQs: Leads Management

      What are Leads? Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other ...