Can I convert a Lead to a Deal without creating an Account?

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• Can I convert a lead without creating a deal upon conversion?

  Yes. You can convert a Lead without creating a deal upon conversion by selecting the Do not create a new Deal upon Conversion checkbox in the Convert Leads page.

• Lead Conversion and Deal Closure Prediction

  Sales people work hard towards building a strong sales pipeline. By predicting which leads or deals will work and which ones won't, Zia prepares you for the best and the worst of your pipeline so that you can sell more and sell better. Zia predicts ...

• Idle Deal Alert

  The Idle Deal Alert extension for Zoho CRM helps you identify deals that have been stuck in a particular pipeline stage for too long. This extension sends you an alert any time a deal is stuck in the pipeline for too long, allowing you to address a ...

• How can I convert Leads to Contacts without creating an Account for them?

  When you create a Lead, don't enter any value in the company field. This will ensure that an Account is not created during lead conversion.

• Can I convert an Account to a Lead?

  No, you cannot convert an account to a lead. In Zoho CRM, only leads can be converted to accounts, contacts, and potentials. Once a lead is converted, you cannot change it back to a lead.