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What is the difference between contacts and leads in Zoho?

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What is the difference between contacts and leads in Zoho?

Leads are raw details about individuals or representatives of organizations collected from trade shows, seminars, advertisements, purchasing and such external sources and marketing campaigns. Contacts normally mean person(s) with whom a communication is established to pursue a relationship or a business opportunity.

What is leads in Zoho CRM?

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 marketing campaigns.

What is the difference between lead and deal in Zoho CRM?

Deal refers to the business deals with organizations or people that generate real revenue for your organization. While converting a lead, you have an option to not create a deal upon conversion.

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How do I convert lead contacts in Zoho?

  1. Click the Leads tab.
  2. In the Leads Home page, select the lead to be converted.
  3. In the Lead Details page, click Convert.
  4. In the Lead Conversion page, choose the appropriate account/contact option.
  5. Select Create a new Deal for this Account/Contact checkbox if you want to create a deal on lead conversion.
  6. Click Convert.

What is a lead vs contact?

Your leads are like raw data. They need to be filtered, tested and observed for a while to know how probable they are to buy your product. While contacts are a subset of leads. They are a qualified group of leads who are most probable to buy your product.

What is lead in CRM?

Leads. A lead is an unqualified sales opportunity. A lead can be a company or an individual who has expressed interest in a company’s product and/or service. In a CRM system, a lead is usually the starting point of a person’s record.

What is contacts in Zoho CRM?

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Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons.

How do I convert a lead in Zoho?

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