Can I convert a Lead in Zoho to Potential without creating an Account?

• Related Articles

• When Should I Convert Leads in Zoho?

  A lead is a prospective customer interested in purchasing your organization’s products or services. During the follow-up process, when you reach a certain stage, where you see a business opportunity with the lead, (i.e. when there is a chance of ...

• How to mirror lead module fields in contacts and accounts?

  Layout-based conversion mapping To ensure this, you can follow the instructions below. ​ Click Settings > Setup > Customization > Modules. From the List of modules, select the Leads module. Click the Module Settings icon > Lead Conversion Mapping. In ...

• How to link my existing Zoho CRM account with Google Apps?

  If you already have a Zoho CRM account and Google Apps account, you can easily integrate them. Make sure that the Google Apps email address is added in Zoho accounts as the primary email address. To add Google Apps email address Go to ...

• How Can I Set Up an Email Account to Share all Customer Emails with Other Users in Zoho?

  You can set up an email account to share all customer emails with other users by following the steps given below: Click Setup > Apps & Add-ons > Zoho Apps > Zoho Mail. In Zoho Mail Add-on page do the following: Choose the Mailbox that you want to ...

• Can a Lead be Assigned to Multiple Campaigns in Zoho CRM?

  Yes. You can assign a lead or contact to multiple campaigns. Here is how you can do it: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, the existing campaign details, if any, are displayed. Click ...