Creating Leads | Online Help - 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 external sources: You can gather data through various sources, e.g. purchasing a leads' database, leads from different business units, etc. and import the CSV and XLS files into Zoho CRM.
  • Capturing leads from website: You can create web forms and allow website visitors to submit their contact details or questions directly through forms. These details submitted in the website are captured directly in the Leads module.
Note
  1. Some of the standard fields may not be visible or editable depending on your organization's business process.
  2. In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator.

Create Leads Individually

You can create leads manually by entering the details in the lead form. For instance: While traveling you met a person who showed some interest in your product or service. You exchanged business cards and assured them you would contact him or her again with more details about the product/service. The next day, you create a lead manually with the available details and contact the person. In such cases, it is easy to manually enter in the available details and create a lead record instantly.

You can create leads individually by using the following:

  • Filling in the details in the lead creation form.
  • Cloning the lead with a few changes in the existing record.
Note
  1. By default, the person who creates the lead owns it.
  2. To change owner, click the Change link in the Lead Owner field from the Lead Details page and select another user.

To create leads individually

  1. In the Leads module, click create lead button.

  2. In the Create Lead page, enter the lead details. (Refer to table)
  3. Click Save.

To clone leads

  1. In the Leads tab, click a particular lead that is to be cloned.
  2. In the Lead Details page, click the More icon.
  3. Click Clone.

  4. In the Clone Lead page, modify the required details. (Refer to Standard fields in leads)
  5. Click Save.

Qualify Leads

After collecting the lead details in your CRM account, the next stage is lead qualification. With further negotiations or follow up, the lead can be qualified into a business opportunity. In this stage the focus is on evaluating leads based on their interest and readiness to be promoted to sales.

Following are some of the methods for leads qualification:

  • Phone Call: A direct and quick follow up method after the lead generation to initiate further discussion on the sales process.
  • Direct Mail: A traditional approach of delivering materials such as advertising circulars, brochures, catalogs and other commercial materials through postal mail.
  • Email: Send email communications to enhance business relationships if the email addresses are captured during the lead generation process. This enables a quicker method to send specific or mass mailings to qualifying leads.
  • Meeting: A one-to-one personal meeting or a scheduled online meeting provides a good approach for further development towards the next stage.
  • Documents: The process of exchanging documents to understand the prospective business, enabling clarity of expectation and understanding to provide business solutions.
  • Notes: Notes in the form of remarks or comments included during the follow up sessions that act as a record of the previous follow ups during the qualifying stage.

Associate Leads with Other Records

As qualification of leads is the focus, associating various records with the leads is the next step. You may need to associate leads with other records, until the lead reaches a certain stage where it can be converted to Potential as per your organization's sales process.

In the Lead Details page, you can associate the following:

  • Open Activities: To add tasks and events (meetings and calls).
  • Closed Activities: To archive the closed activities.
  • Attachments & Notes: To attach documents and notes.
  • Mails: To send e-mail messages to the selected lead.
  • Campaigns: To associate many campaigns to a single lead.
  • SocialInteractions - To view the Twitter and Facebook interactions associated to the lead and send messages, like posts, retweet, etc.

To access Leads related lists

  1. Click the Leads module.
  2. Click the desired record.
  3. In the Lead's details page, under Related List section, click on the required related list name to navigate to the corresponding section.

  4. You can add a new related list by clicking on a the Add (+) icon beside Related List. You can add new items to existing related lists by clicking on the Add (+) icon that appears when you hover your mouse over a related list name.

Access More Lead Options

You can access more lead options by clicking on the More icon in the Lead's Details page.




    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us: support@zohoforms.com

                                                                       
                            



                            






                                  You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                      Manage your brands on social media

                                        Zoho Desk Resources

                                        • Desk Community Learning Series


                                        • Digest


                                        • Functions


                                        • Meetups


                                        • Kbase


                                        • Resources


                                        • Glossary


                                        • Desk Marketplace


                                        • MVP Corner


                                        • Word of the Day


                                          Zoho Marketing Automation

                                            Zoho Sheet Resources

                                             

                                                Zoho Forms Resources


                                                  Secure your business
                                                  communication with Zoho Mail


                                                  Mail on the move with
                                                  Zoho Mail mobile application

                                                    Stay on top of your schedule
                                                    at all times


                                                    Carry your calendar with you
                                                    Anytime, anywhere




                                                          Zoho Sign Resources

                                                            Sign, Paperless!

                                                            Sign and send business documents on the go!

                                                            Get Started Now




                                                                    Zoho TeamInbox Resources



                                                                            Zoho DataPrep Resources



                                                                              Zoho DataPrep Demo

                                                                              Get a personalized demo or POC

                                                                              REGISTER NOW


                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now







                                                                                              You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                              You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                    • Related Articles

                                                                                                    • FAQs: Leads Management

                                                                                                      What are Leads? Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other ...
                                                                                                    • Converting Leads

                                                                                                      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 deal. On conversion, a lead is ...
                                                                                                    • 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 ...
                                                                                                    • Identify duplicates between leads and contacts modules

                                                                                                      Edition: Enterprise | Industry: Travel | Feature: Workflow rule and Functions 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 ...
                                                                                                    • Standard Fields in Leads

                                                                                                      Following are the list of Zoho defined standard fields available in the Leads module: Field Name Description Data type Maximum Limit Lead Owner Select the Zoho CRM user to whom the Lead is assigned. Lookup - Salutation Select the salutation from the ...
                                                                                                      Wherever you are is as good as
                                                                                                      your workplace

                                                                                                        Resources

                                                                                                        Videos

                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                        eBooks

                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                        Webinars

                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                        CRM Tips

                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                          Zoho Show Resources