Who are the leads/contacts created assigned to?
The assignment of a lead/contact can either be based on a Chat attendee or a Zoho CRM user.
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Who are the leads/contacts created assigned to?
The assignment of lead/contact is based on the following options. You can choose any one of them. Chat attendee Zoho CRM user
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 do I prevent duplicate leads and contacts from getting created, when those leads and contacts use multiple email addresses to communicate?
You can use unique fields to prevent duplication of leads and contacts. For instance, if a lead or contact has a different email ID but other fields, such as name, contact number, or mobile phone number are the same, you can mark name as a unique ...
How are records assigned to territories?
Records are assigned to the territories in two ways: Automatically - Records that meet the rule criteria in the territory will be automatically assigned to the territory. This is applied when records are created or edited. Contacts and potentials are ...
Identify duplicates between leads and contacts modules
Industry: Travel | Feature: Custom Function and Workflow | Edition: Enterprise Scenario Joshua Baker is a sales manager at an online travel agency that offers customized tour packages. The agency has a webform on its website through which interested ...