When I convert a lead to an account, do the notes get carried over too?
Yes. When a lead is converted, the notes associated to the lead are carried over to the associated account and contact. In an account, you need to select the
Show all Notes check box to view the notes that are carried over from the lead.
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Can I convert an Account to a Lead?
No, you cannot convert an account to a lead. In Zoho CRM, only leads can be converted to accounts, contacts, and potentials. Once a lead is converted, you cannot change it back to a lead.
Release Notes - PHP SDK
ZOHO CRM/PHP SDK 2.0.1 Install command composer require zohocrm/php-sdk:2.0.1 Notes Enhancement Tag names can contain spaces in between them, while associating with records. Tag names can be retrieved as "ZCRMTag" objects in records function. ZOHO ...
Release Notes - Java SDK
ZCRMSDK -VERSION 1.0.6 Downloadable JAR file You can download the jar file for the version1.0.6 of Java SDKs at the end of this page. Install command - Maven:(in pom.xml) <repositories> <repository> ...
Lead Generation
The key to generating leads is sharing interesting content, keeping your audience engaged, and listening carefully to what people are saying about your brand on social media, because that's where you will find a large number of your customers. If ...
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Lead Scoring is an effective way to manage and analyze your leads, helping you discover quality leads and giving you insights about their stage in the sales funnel. lead scoring is all about giving scores to your email recipients based on their ...