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Converting Leads - Online Help - Zoho CRM
Converting Leads - Online Help - Zoho CRM
Converting Leads
[Related Topics]
[Frequently Asked Questions]
When there is a chance of further negotiations with a lead, it can be converted into an account, contact, and potential. In short, once the lead status has
reached a certain stage, it can be qualified as a potential. On conversion, all the lead details are transferred in creating an account, contact, and
potential. You can map the lead fields with those of the account, contact and potential so that the details are transferred to the appropriate fields. See
Also M ap Custom Fields
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Note
Once a lead is converted into a potential, lead status will be changed to Converted in Leads Home page.
You can view the list of converted leads by selecting the Converted Leads list view.
An account will be created on lead conversion if the Company Name detail is available for the lead.
Availability
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Profile Permission
Required: Users with the
Convert Leads permission in
profile can access this feature.
While converting a lead to a potential first a new account and contact are created with the relevant lead data, and then a new potential is created. The
following table provides description of the various fields converted to an account, contact, and potential during lead conversion. In case of custom fields,
you can map them too. See Also M ap Custom Fields
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Account: Fax
Fax
Contact: Fax
Lead Status User should specify the Potential Stage while converting the lead.
Account: Street
Street
Contact: Street
Account: City
City
Contact: City
Account: State
State
Contact: State
Account: Country
Country
Contact: Country
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5. Select Create a new Potential for this Account/Contactcheck box if you want a potential upon lead conversion.
a. Specify the Potential Name.
By default, the Company Name will be populated as the potential name.
b. Specify the Potential Closing Date or select the date from the calendar displayed.
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6. Click Convert.
Note
When the Email Address Duplication Check is enabled and you will not be able to convert a lead, if the following conditions are true.
If Account/Contact
Various scenarios If Account/Contact already exists in CRM does not exists in
CRM
Use Case 1
If the email address matches with an existing contact
then:
Use Case 2:
Use Case 3:
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Options:
Options:
When a lead is converted into an account, contact and potential, field values of a lead are transferred to the mapped account, contact, and potential
fields. Only when the fields are accurately mapped with those of the corresponding modules, will data be transferred properly.
By default, the standard fields are mapped with the corresponding fields of the other modules (Accounts, Contacts, and Potentials). With the lead
conversion mapping tool, you can easily map other fields that you create. Please note that you need to map a field with a similar type of field only. For
example, a Text field should be mapped only with a Text field, a Picklist field with a similar type of Picklist field.
1. Click Setup > Customization > Fields > Leads > M ap Fields.
2. In the Map Fields for Leads Conversion page, the fields are listed under Lead Fields column.
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3. Map the lead fields to the corresponding fields of Accounts, Contacts and Potentials.
4. Click Save.
Based on your business requirements, you may want to close the leads instead of converting them. In such a case, you can do the following:
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3. Create a List View to filter all the leads that are closed.
By default, some industry standard pick list values are available in the Lead Status field. You can modify the pick list values as per your organization's
business process and replace the existing value with new value.
3. Select Leads module from the drop-down list and click the Edit link for the Lead Status pick list field.
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6. Click Add.
7. Click Save.
Related Topics
Create Leads | Associate Leads | Approve Leads | Manage List Views | Lead Assignment Rules
FAQ
1. While converting a lead, what happens to the multiple campaigns that are associated?
5. Why am I unable to see the Lead details after the Lead conversion?
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