Can I create multiple contacts for Leads (with Company as lead) in Zoho CRM?

Can I create multiple contacts for Leads (with Company as lead) in Zoho CRM?

No, we do not have an option to create multiple contacts for a lead in Zoho CRM. However, follow these alternative steps to do so:

1. Click the Leads module on the top left hand corner of the screen.
2. Create on + next to the Leads tab and enter a Company Name.
3. Create a custom field to specify that it belongs to the same company. Click here for more information.
4. Create a custom view to group leads which belong to the same company. Click here for more information.
5. Convert the lead into a contact.
6. Once the lead gets converted to a contact, you will get an option to associate it with the existing contact. Now all leads can be associated under the same account.

Note: You can also directly add leads into the accounts module from where you can add multiple contacts.
    • Related Articles

    • How are Leads, Accounts, Contacts, and Deals associated in a sales process?

      Lead refers to the information of an individual or representative of an organization, collected from various lead sources like trade shows, seminars, advertisements and other marketing campaigns. In Zoho CRM, you can manually enter leads, import ...
    • How do I export my leads from CRM to an XLS file?

      You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...
    • Which edition will the new CRM account be subscribed to?

      Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary. The ...
    • I am unable to create new CRM organizations. Why is this?

      In the following cases, you will not be allowed to create a new organization: If you are already associated with 10 org accounts.  If you are a Super Admin in five org accounts. You can be associated with up to five more accounts through invitation ...
    • In how many CRM accounts can I be a Super Admin?

      You can be a Super Admin in up to five org accounts. Once you reach the limit, the Create New Organization link will become inactive. However, you can accept invitations to be part of up to five more org accounts. Read more on how to access multiple ...