Convert Enquiry/Lead to Contact in Zoho CRM: A Step-by-Step Guide

How to convert an Enquiry/Lead in Zoho CRM

To convert an enquiry or lead into a contact in Zoho CRM, follow these steps
Step 1: Log in to your Zoho CRM account using your credentials. www.zoho.com/crm 
Step 2: Once you are logged in, you will be in the Zoho CRM dashboard.

Step 3: In the top navigation menu, click on the "Leads" or "Enquiries" tab to open the leads or enquiries module, depending on the terminology used in your CRM.


Step 4: Locate the specific lead or enquiry you want to convert either by scrolling through the list or using the search functionality.

Step 5: Once you find the desired lead or enquiry, click on its name to open the lead or enquiry details page.

Step 6: On the lead or enquiry details page, review the information associated with the lead, such as their contact details, source, and any relevant notes or activities.
Step 7: If all the necessary information is available and you are ready to convert the lead or enquiry, look for the "Convert" option at the top of the lead or enquiry details page.

Step 8: Click on the "Convert" or equivalent button to initiate the conversion process.
Step 9: A conversion window or form will appear, prompting you to fill in the details for the new contact.

You may also have the option to specify additional information during the conversion process.

Step 10: Once you have entered the necessary details, review the information to ensure accuracy.
Step 11: Click on the "Save" or "Convert" button to convert the lead or enquiry into a contact in Zoho CRM.

By following these steps, you will successfully convert an enquiry or lead into a contact in Zoho CRM, allowing you to manage and track their information within the CRM system.

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