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ZOHO CRM: Advantages of converting Lead to Account/Contact/Potential



User Name: jamest85
Name: James Tang
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Google Apps for Work Partner, Certified Zoho CRM Consultant. 7 years experience on Zoho consulting, implementation, and programming using C#, VB, Php..., 15 years of total IT experience including prog... [More]
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Add Date: 03/27/2010
Some new user might need to know what are the advantages by using Converting a Lead to an Account/Contact/Potential.
1. The very obvious reason is: If you have a website, you can get the information from there and to be sent to your Zoho CRM Lead form, after that, you might want to convert it to Account/Contact/Potential.
2. Even if you don't use any public web page to capture your leads, the Leads section is still the best gateway to populate the data to other modules: Account/Contact/Potential. For example if a lead contains a Company name (which will be the Account name), a Last name and first name (which will be the Contact name), then after the converting, the relationship between Account/Contact/Potential will be build automatically:
So in the details section of the Account will have the contact info. (Can have more than one contacts)
In the Potential will have the Account name.(Only one account name)
In the details section of the Potential will contain the Contact info (in Contact Roles, can have more than one contacts).
In the Contact will have the Account name.(Only one account name)
In the details section of the Contact will have the Potential info.(Can have more than one potentials)

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