Leads - FAQ

Basic FAQ

1. What is the difference between a Lead and Contact?
2. How to create a Lead without company name?
3. How to add multiple products to a Lead?
4. Why am I unable to see the Lead details after the Lead conversion?
5. How to add fields to the Web-to-Lead form?
6. How to qualify Leads?
7. How to assign Leads to different users?

Advanced FAQ

1. How to view Leads that have empty email values?
2. How to capture only the email addresses using Web-to-Lead form?
3. What happens to the open activities after the Lead conversion?
4. Can a Lead be assigned to multiple users?
5. Why are new Leads not showing up at the top of the list in "Today's Leads"?
6. Can I convert a Lead to Potential without creating an Account?
7. What happens to the emails associated to the Lead when it is converted to an Account?
8. Can I create multiple web forms and then collect Leads separately?
9. Why are the Leads captured through the web forms not visible under the Leads tab?

Basic FAQ

What is the difference between a Lead and Contact?
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. In a typical B2C scenario, contact is the direct point of business-to-customer; whereas in a B2B scenario, contact is the reference point within an organization (business opportunity). Both Leads & Contacts are equally characterized  by information fields like name, e-mail, mobile, title, etc.

How to create a Lead without company name?
By default, Zoho CRM is set to B2B (Business-to-Business), but you can customize the CRM business processes to Business-to-Customer(B2C) by using the Zoho CRM customization tools. For more details refer: B2C.

Advanced FAQ

What happens to the open activities after the Lead conversion?
While converting a lead, the open activities related to that particular lead will be automatically associated with the corresponding Account, Contact and Potential.

Can a Lead be assigned to multiple users?
No, a Lead can only be assigned to one user.

Why are new Leads not showing up at the top of the list in "Today's Leads"?
You can sort the list based on the Created Time by clicking on the Created Time column. Now, you should be able to see new Leads on top of "Today's Leads".

Can I convert a Lead to Potential without creating an Account?
No. Converting a Lead to Potential by default always creates an Account and a Contact (in tandem with a typical B2B scenario).

What happens to the emails associated to the Lead when it is converted to an Account?
Once a Lead is converted, the associated Emails within the Lead get mapped to the Contact.

Can I create multiple web forms and then collect Leads separately?
Yes, you can generate multiple web forms from the CRM system and post it in different web pages for collecting information. To identify separate and collective information based on the web page from which a Lead came from, a pick-up list can be created with a number assigned for each web page (hidden from the user giving information). These numbers act as identifiers for each web page. For more details refer Web-To-Lead Forms.

Why are the Leads captured through the web forms not visible under the Leads tab?
You might have enabled the Approval of leads. Please check the steps given below:

1. Click Setup.
2. Under Lead Settings, click Web-to-Lead form.
3. Select a form, and then click edit.
4. In the Web-to-Lead form page, under the Lead Assignment (Step-3) check the box to enable Manual Lead Approval and click Approve Leads.For more details refer Approve Leads.