Effortless Leads Conversion to Contacts and Vendors in Zoho CRM | Streamline Your CRM Workflow

Lead Conversion to Contacts and Venodrs for Zoho CRM

Contents

  1. Prerequisites
  2. Key Features of "Lead Conversion to Contacts and Vendors"
  3. How to install the "Leads Conversion to Contacts and Vendors"
  4. New Custom buttons were added to the Leads module in the "List View" and "Detail View"
  5. Mapping Leads to Contacts and Vendors
  6. How to convert the Leads to Contacts and Vendors
  7. Support

Prerequisites

  1. You must be the Zoho CRM's Super Admin
  2. Zoho CRM Enterprise Edition or higher is required

Key Features of "Leads Conversion to Contacts and Vendors"

  1. Effortlessly convert leads into contacts and vendors within Zoho CRM.
  2. Maintain consistent and accurate data during the conversion process, ensuring no information is lost.
  3. Customize field mapping to ensure all relevant lead information is transferred correctly.
  4. Convert multiple leads at once, saving time and increasing efficiency.
  5. Leads will not be deleted after they are converted to Contacts and Vendors from the Leads module.

How to install the "Leads Conversion to Contacts and Vendors"

1. Go to Setup > Marketplace > All.
    All the installed extensions are listed. under All Extensions, you can view all the extensions supported by your CRM.
2. Click All Extensions, browse for, and click "Leads Conversion to Contacts and Vendors for Zoho CRM."
    Details about the extension will be available.
3. Click "Start a free trial" and "Buy Now."
    If you choose "Start a free trial", you'll get a trial period for an extension of 10 days. After the trial period expires, you have to purchase the extension, or else you can purchase the extension directly by choosing "Buy Now."
4. Agree to the Terms of Service and click "Install."



1. Choose one of the following, then click Confirm:
  1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
  2. Install for Users only - The extension will be installed in CRM for all users.
  3. Choose Profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, and then select the desired profiles.
          The extension will be installed automatically for specified users.



There are two options to purchase the extension, you can purchase "Monthly" or "Annually" based on your needs.
​


New Custom buttons were added to the Leads module in the "List View" and "Detail View"

List View Button



Detail View Button




Mapping Leads to Contacts and Vendors

Upon installation of the extension, a settings widget will be displayed on the screen. You will need to map the required fields to match the leads fields with the contacts fields and vendors fields.






How to convert the Leads to Contacts and Vendors

There are two ways to convert the Leads to Contacts and Vendor

List View

                   In the "List View," simply select multiple Leads and click on the "Convert to Contact/Vendor" button located on the page. Upon clicking, a pop-up will appear where you can choose to convert to "only Contact," "only Vendor," or both by selecting the appropriate checkboxes. Additionally, you'll need to designate the owner of the converted records for Contacts and Vendors. After making your selections, click on "convert." Subsequently, the Contacts or Vendors will be converted, and a pop-up will confirm the successful conversion of records.
















Detail View

                    In the "Detail View," simply access the Lead and click on the "Convert to Contact/vendor" button located on the same page. Upon clicking the button, a pop-up will appear, allowing you to select whether you want to convert to "only Contact or only Vendor" or both Contact and Vendor by checking the respective checkboxes. Next, designate the owner of the record post-conversion to contact and vendor, and click on convert. The Contact or Vendor will then be converted, and a pop-up will confirm the successful conversion of the records.















Support

Contact Number: +91 9868329081
Website: www.nexivo.co

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