What are leads converted to?
A lead in Zoho CRM can be converted to an Account, Contact or Deal.
A lead may show interest in your products or services and there could be a chance of further negotiations with this lead. At this stage, you can convert the lead into an Account, Contact and Deal. While converting this lead, all the lead details will be transferred to the Account, Contact and Deal. See Also Lead Conversion Table
Account refers to a company or department within the company you plan or have business dealings with. On lead conversion, the lead's Company Name will be converted to Account Name.
Contact refers to the people in an organization (Account) you communicate with in pursuit of a business opportunity. There can be many contacts associated to a single account.
Deal refers to the business deals with organizations or people that generate real revenue for your organization. While converting a lead, you have an option to not create a deal upon conversion.
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What is the difference between Open Leads and Converted Leads?
Open Leads are those leads that have not been converted yet, while Converted Leads are those that have been recently converted from leads to contacts or an account. More information on converting Leads
What will happen to the converted leads in Zoho Campaigns?
Exclude Converted Leads: It will ignore Leads that have been successfully converted to Contacts. This is exclusive to Leads module only. Click the Initiate button to sync contacts from Zoho CRM.
How can I avoid syncing converted leads when creating a CRM sync?
Exclude Converted Leads option will ignore leads that have been successfully converted to contacts. This can only be used in the Leads module. The converted leads will be ignored in all further syncs you create in any module. This means that you ...
Working with Leads
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...
When can I convert Leads?
A lead is a prospective customer interested in purchasing your organization’s products or services. During the follow-up process, when you reach a certain stage, like a business opportunity with the lead, (i.e. when there is a chance of further ...