What are Leads?

What are Leads?

Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns. A lead goes through the follow-up process by sales reps and when qualified, it is converted into an account, contacts and potential (opportunity) in Zoho CRM.

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    • Sort leads

      To sort leads: From the Navigation toolbar, choose Leads and select All leads.  Click on Sort icon present next to Email address checkbox.  Choose how you want to sort (ascending or descending) the leads.  Move do-not-mail contacts to active list You ...

    • Add leads

      You can import leads from various sources such as excel sheets, CSV files and Google spreadsheets and manage them by maintain under mailing lists. You can view the lead history to check the number of sent campaigns for a specific lead and the history ...

    • Delete leads

      To delete leads: From the Navigation toolbar, choose Leads and select All leads.  Select the email address, you wish to delete. Click the Delete icon present at the top of the section.  This will prompt a message to confirm that you want to delete ...

    • Export leads

      You can export leads in any format so that it provides a backup for your database. Apart from this, if you’ve sent a campaign to a mailing list, you can easily track the active leads. To export the leads: From the  Navigation  toolbar, ...

    • Creating Leads

      In Zoho CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from ...