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.
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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, ...
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 ...
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 ...
Migrating to Zoho Campaigns
We know there are a lot of factors that go into selecting campaign software. We're happy that our product has proven itself to be versatile enough to be your choice. Now that you're here, let's go over a few things that you'll need to do to have good ...
Creating Campaigns
The Campaigns module in Zoho CRM helps you plan and monitor marketing campaigns in your business. Any promotional campaign, be it online or offline - such as Google Ads, Tradeshows, PR events, TV Commercials, Referral program - requires to be ...