Frequesntly Asked Questions (FAQ)

My sales process is lead - potential - account. How do I take the information I have inputted for a lead and copy it into a potential and then once the potential closes I copy the info into an account.

Thanks

Hi, To fulfill your sales process please follow these steps:

Step 1 : Remove the mandatory for account field by following these steps: Goto Setup--->Lead settings--->Edit page layout--->Mouse over the account--->Click Edit--->Uncheck the mandatory check box and Save it.

Step 2 : Click one of the lead from the leads module and convert the lead to the potential. For more information on conversion of leads please refer the following link: http://zohocrm.wiki.zoho.com/Working-with-Leads.html#Convert_Leads_to_Other_Sales_Records

Step 3 : When your potential is closed you have to manually create the account by clicking new account. Regards, Vidya

Hi, To merge the duplicate contacts please refer the following link: http://zohocrm.wiki.zoho.com/Working-with-Contacts.html#Merge_Duplicate%C2%A0Contacts Regards, Vidya