Can I have two leads from the same company? If so, will all leads for a company be added as contacts to an account?

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  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 ...

• FAQs on Leads

  1. How can I link a lead to a specific campaign? Follow these steps to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from ...

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  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 ...

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