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.
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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, ...
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.
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 ...
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 ...
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 ...