How can leads be distributed equally among salespeople? Are they assigned manually or can they be automated?
You can assign leads equally to salespeople by creating an assignment rule with the round robin option. This will assign records from web forms to salespeople and make sure that they're distributed equally.
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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 ...
I am unable to view the records submitted via the web form. What could be the possible reasons?
If you are not able to view the records submitted via web form, please check the following: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. See Also Only HTTPS Support in Web Forms Removing default ...
Converting Leads
When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and finally a deal. In short, once the lead status has reached a certain stage, it can be qualified as a deal. On conversion, a lead is ...
Can we update/append data to existing leads? For example, when existing leads have further enquiries about a sale, they need to be manually distributed to the sales team. Can this be avoided?
You can generally identify duplicate records through a unique field, such as Email address or Phone number. If you are importing leads to Zoho CRM, you can use the Overwrite option to append the values to the existing leads. Read more about the ...
Can I manually assign records to territories?
Yes. Territory managers can manually assign records to their territories. Users with the Administrator profile can also assign territories to records. Records that are manually assigned can only be removed manually by the territory managers.