Can I create multiple contacts for Leads (with Company as lead) in Zoho CRM?

Can I create multiple contacts for Leads (with Company as lead) in Zoho CRM?

No, we do not have an option to create multiple contacts for a lead in Zoho CRM. However, follow these alternative steps to do so:

1. Click the Leads module on the top left hand corner of the screen.
2. Create on + next to the Leads tab and enter a Company Name.
3. Create a custom field to specify that it belongs to the same company. Click here for more information.
4. Create a custom view to group leads which belong to the same company. Click here for more information.
5. Convert the lead into a contact.
6. Once the lead gets converted to a contact, you will get an option to associate it with the existing contact. Now all leads can be associated under the same account.

Note: You can also directly add leads into the accounts module from where you can add multiple contacts.

    • Related Articles

    • Adding CRM Leads and Contacts

      When you encounter a potential Lead or Contact anywhere in Zoho Social  (in your mentions, or live stream), you can add them as a CRM contact for potential sales prospects: You will be able to add them as a new Lead, or associate them with an ...

    • Can I create two leads under the same company account? If so, can all those leads be added as contacts to an Account?

      You can't directly add multiple leads/contacts under a single company in Zoho CRM.   However, you can follow these steps to add multiple leads: 1. Create a lead with the company name. Click on the Leads tab, select the Company field and enter the ...

    • Converting Leads

      Convert Leads to Other Sales Records When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and finally a deal. In short, once the lead status has reached a certain stage, it can be qualified as a ...

    • Identify duplicates between leads and contacts modules

      Industry: Travel | Feature: Custom Function and Workflow | Edition: Enterprise Scenario Joshua Baker is a sales manager at an online travel agency that offers customized tour packages. The agency has a webform on its website through which interested ...

    • FAQs on Leads

      1. How can I link a lead to a specific campaign? Follow these steps to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from ...