Leads
The Leads page displays all prospects in your Zoho CRM that have not yet been converted to contacts.
Displayed Data
| Column | Description |
|---|---|
| Name | Lead's first and last name |
| Company | Prospect's company |
| Primary email address | |
| Phone | Phone number |
| Status | Stage in the qualification process |
| Source | Acquisition channel (web, event, referral…) |
| Owner | Responsible CRM user |
Lead Statuses
Statuses correspond to values configured in your Zoho picklists. Typical examples: New, Contacted, In Progress, Qualified, Unqualified, Lost.
Conversion
A converted lead becomes a Contact + Deal + Account in Zoho CRM. This operation is performed directly in the Zoho CRM interface.
Filters
- Filter by status
- Filter by acquisition source
- Filter by owner