Can I have two leads from the same company? If so, will all leads for a company be added as contacts to an account?
Yes, it is possible. When you're converting leads from the same company, you can associate both of them to an existing Account and manage those contacts easily.
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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 ...
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 ...
Syncs leads from Zoho Contacts
You can set up sync between Zoho Contacts and Zoho MarketingHub to import all your contacts from Zoho Contact account into a mailing list of your MarketingHub account. Set Up Sync 1. From the Navigation bar, click Leads and select Sync Services. 2. ...
Two-Factor Authentication
You can add an extra layer of security by enabling Two-factor authentication(TFA) for users in your organization. TFA is a security process in which the user provides two authentication factors to verify who they are. Various authentication modes ...
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 ...