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Lead Conversion Mapping in Zoho CRM [Video]

Categories
Landing Pages and Sales Conversion

Lead Conversion Mapping in Zoho CRM

Do you have information that mysteriously disappears when you convert your leads into accounts, contacts, and deals? Zach Spader with Cornerstone Solutions shows you how to use the Lead Conversion Mapping feature in Zoho CRM.

00:00 Introduction
00:23 Begin Demo
06:12 Incompatible Field Types
07:45 Mapping Currency Fields
09:25 Creating Alternate Layouts
13:36 Conclusion

By mapping fields in Zoho, organizations can maintain consistency in data management and streamline their sales pipeline. Lead conversion mapping enables sales teams to capture pertinent lead information and leverage it effectively during the opportunity stage, facilitating more targeted and personalized interactions with prospects.

Sign up for more tips: http://www.zcrmhelp.com/zohotips/
or call for help: 713-661-5200

If you haven’t signed up for your own Zoho CRM account yet, you can get a free account here: http://bit.ly/FreeZohoCRM

You can get our Zoho ONE QuickStudy Guide from Amazon – https://amz.run/6UQ4 or our Zoho CRM QuickStudy Guide in either a spiral bound format – https://amzn.to/2PK44U8 or in Kindle format – https://amzn.to/2BWHZyY

Lead Conversion Mapping in Zoho CRM
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