Contacts are different than Leads.

What is the difference between a Lead and Contact 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 are the representatives of organizations with whom communication is established to pursue a business opportunity. In a typical B2C scenario, contact is the direct point of communication for business-to-customer scenario; whereas in a B2B scenario, contact is the reference point within an organization (business opportunity).

    • Related Articles

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

      No. Converting a Lead to Potential by default always creates an Account and a Contact (as in a typical B2B scenario).

    • 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 ...

    • 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 ...

    • 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 Do I Group Records in Zoho CRM?

      In Zoho CRM, you can group records in using List Views. Each module has some standard list views that group records based on a predefined criteria. You can also create your own list views that groups similar records and share it with other users.For ...