7/11/2014 Converting Leads | Online Help - Zoho CRM
Converting Leads
How Can I...
Convert Leads to Other Sales Records
Map Custom Fields
Close Leads Without Converting
[Related Topics]
[Frequently Asked Questions]
Convert Leads to Other Sales Records
When there is a chance of further negotiations with a lead, it can be converted into an account, contact, and potential. In short, once the lead status has
reached a certain stage, it can be qualified as a potential. On conversion, all the lead details are transferred in creating an account, contact, and
potential. You can map the lead fields with those of the account, contact and potential so that the details are transferred to the appropriate fields. See
Also M ap Custom Fields
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Note
Once a lead is converted into a potential, lead status will be changed to Converted in Leads Home page.
You can view the list of converted leads by selecting the Converted Leads list view.
When a lead is converted, it cannot be reverted to a lead.
An account will be created on lead conversion if the Company Name detail is available for the lead.
Availability
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Profile Permission
Required: Users with the
Convert Leads permission in
profile can access this feature.
While converting a lead to a potential first a new account and contact are created with the relevant lead data, and then a new potential is created. The
following table provides description of the various fields converted to an account, contact, and potential during lead conversion. In case of custom fields,
you can map them too. See Also M ap Custom Fields
Lead Field Converted To
Salutation Contact: Salutation
First Name Contact Name
Last Name Contact Name
Company Account: Name
Designation Contact: Title
Potential: Lead Source
Lead Source
Contact: Lead Source
Industry Account: Industry
Annual Revenue Account: Annual Revenue
Assigned To Account, Contact, Potential: Assigned To
Phone Account: Phone
Contact: Phone
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Mobile Contact: Mobile
Account: Fax
Fax
Contact: Fax
Email Contact: Email
Skype ID Contact: Skype ID
Web site Account: Web site
Lead Status User should specify the Potential Stage while converting the lead.
Rating Potential: Rating
No of Employees Account: No. of Employees
Email Opt Out Contact: Email Opt Out
Account: Street
Street
Contact: Street
Account: City
City
Contact: City
Account: State
State
Contact: State
Account: Postal Code
Postal Code
Contact: Postal Code
Account: Country
Country
Contact: Country
Custom Fields Users can map their own custom field.
To convert leads to other sales records
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1. Click the Leads tab.
2. In the Leads Home page, select the lead to be converted.
3. In the Lead Details page, click Convert.
4. In the Lead Conversion page, choose the appropriate account/contact option.
The options to create an account/contact or add to the existing account/contact will be available based different use cases. (Refer to the table)
5. Select Create a new Potential for this Account/Contactcheck box if you want a potential upon lead conversion.
a. Specify the Potential Name.
By default, the Company Name will be populated as the potential name.
b. Specify the Potential Closing Date or select the date from the calendar displayed.
c. Select the Potential Stage from the drop-down list.
d. Select the Contact Role from the drop-down list.
e. Enter the Amount.
f. Choose the Campaign Source from the lookup.
Note that only the campaigns associated to the lead will be listed. You can associate one campaign which qualified the lead. This details for this
campaign source will be available in the potential.
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g. Select the Owner of the record.
This option will be available only if a new record is created.
6. Click Convert.
Note
When the Email Address Duplication Check is enabled and you will not be able to convert a lead, if the following conditions are true.
Lead is assigned to a User A and User B tries to convert it.
User B is a subordinate to User A in the organization's hierarchy.
There are duplicated available for the record.
Scenarios - Convert Leads
Here is an example that will help you understand the different scenarios. Let us take for example a lead with the following details:
Lead Name - Charles Stone
Company Name - Zillum Incl.
If Account/Contact
Various scenarios If Account/Contact already exists in CRM does not exists in
CRM
Use Case 1
If the email address matches with an existing contact
then:
1. Add to existing contact
2. Create a new contact
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On selecting this option an account will also be
created.
Use Case 2:
If there is no contact with the matching email address, the
system will search for accounts with a matching company
Lead Name: Available name. If the company name matches an existing account,
then: A new account and a
Company: Available
new contact will be
1. Add to existing account
Email Address: created.
2. Create a new account
Available
On selecting this option a contact will also be
created.
Use Case 3:
If Case 2 is not satisfied and there is no account with the
matching company name, the system will search for
contacts with a matching lead name. If the lead name
matches an existing contact, then:
1. Add to existing contact
2. Create a new contact
On selecting this option an account will also be
created.
Lead Name: Available Options:
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Company: Not 1. Add to existing contact A new contact will be
Available The existing details in the contact will not be created
changed/overwritten.
Email Address: Not
2. Create a new contact
Available
Options:
1. Add to existing account
If the lead name matches with an existing contact
Lead Name: Available in CRM, then you will have the option to add to A new account and a
the existing contact or create one. new contact will be
Company: Available
If the lead name does not match with any created. The contact
existing contact in CRM, then a contact will be will be associated to
Email Address: Not
created and associated to the account. the account.
Available
2. Create a new account
A contact will be created and associated to the
account.
Options:
1. Add to existing contact
If the email address matches with an existing
contact in CRM, then you will have the option to
Lead Name: Available
add it to that existing contact.
Company: Not If there is no contact with the matching email
A new contact will be
Available address, the system will search for contacts with
created
a matching lead name. If it matches with any
Email Address:
existing contact in CRM, then you will have the
Available
option to add it to that existing contact.
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2. Create a new contact
A contact will be created and associated to the
account.
Map Custom Fields
When a lead is converted into an account, contact and potential, field values of a lead are transferred to the mapped account, contact, and potential
fields. Only when the fields are accurately mapped with those of the corresponding modules, will data be transferred properly.
By default, the standard fields are mapped with the corresponding fields of the other modules (Accounts, Contacts, and Potentials). With the lead
conversion mapping tool, you can easily map other fields that you create. Please note that you need to map a field with a similar type of field only. For
example, a Text field should be mapped only with a Text field, a Picklist field with a similar type of Picklist field.
To map lead fields with other modules
1. Click Setup > Customization > Fields > Leads > M ap Fields.
2. In the Map Fields for Leads Conversion page, the fields are listed under Lead Fields column.
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3. Map the lead fields to the corresponding fields of Accounts, Contacts and Potentials.
4. Click Save.
Close Leads Without Converting
Based on your business requirements, you may want to close the leads instead of converting them. In such a case, you can do the following:
1. Add a custom value (Closed) for the Lead Status field.
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2. Change the Lead Status to Closed.
3. Create a List View to filter all the leads that are closed.
By default, some industry standard pick list values are available in the Lead Status field. You can modify the pick list values as per your organization's
business process and replace the existing value with new value.
To add a pick list value
1. Log in to Zoho CRM with Administrator privileges.
2. Click Setup > Customization > Field.
3. Select Leads module from the drop-down list and click the Edit link for the Lead Status pick list field.
4. In the Edit Pick List page, click Add New Values.
5. In the Add New Value box, specify Closed.
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6. Click Add.
7. Click Save.
Related Topics
Create Leads | Associate Leads | Approve Leads | Manage List Views | Lead Assignment Rules
FAQ
1. While converting a lead, what happens to the multiple campaigns that are associated?
2. Can I convert a lead without creating a potential upon conversion?
3. Can I convert an Account to a Lead?
4. When can I convert Leads?
5. Why am I unable to see the Lead details after the Lead conversion?
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