Can I have two leads from the same company? If so, will all leads for a company be added as contacts to an account?
Yes, it is possible. When you're converting leads from the same company, you can associate both of them to an existing Account and manage those contacts easily.
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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 ...
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 ...
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 ...
Concatenate two fields — (Combining two field values onto a third field)
There are times when it is necessary to combine two separate field values into a single field. In such instances, we can concatenate two separate fields from the same module with the use of a custom function. For example, in one of the modules, we ...