CRM Reports (Overview)

CRM Reports (Overview)

It's important to know where your leads are coming from. It's equally important to know whether those leads are being converted into successful deals to contribute to your business success.  
Zoho Social has built-in reports on Leads and Contacts , Potentials, and Revenue Generated from the Leads and Contacts who interact with you on social media. This is available for Zoho CRM users under a separate option called CRM Reports. You can track how your brand is performing by checking which social channel is helping you generate the maximum amount of revenue.
To view CRM Reports, you will first need to integrate Zoho Social with your Zoho CRM account. (Learn more about Zoho CRM Integration with Zoho Social)

When generating leads, you will have the option to add them as either CRM Leads or CRM Contacts.

  • Leads are the Connections who have provided their contact information and have the potential to be converted into CRM Contacts.
  • Contacts are the Leads that you have already contacted and have ongoing interactions with.

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