My visits seem to be duplicated, as the same user appears in both Customers and Leads/Contacts streams. Why is that?
When some leads visit your website, they appear in the Leads/Contacts stream. If they buy from you, they become your customers. After becoming customers, when the same users visit your site again, they appear on the Customers stream. So the visits are not duplicates but entries made according to the user’s status in Zoho CRM. That way, it is possible for the same user to appear in all the streams at different points of time.
Related Articles
My visits seem to be duplicated, and the same user appears in both the Customers and Leads/Contacts streams. Why is that?
When leads visit your website, they appear in the Leads/Contacts stream. Once they buy from you, they become your customers. After they become your customers, if the same users visit your site again, they appear in the Customers stream. So these ...
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 ...
Communicating with Customers
Make Calls You can call your customers by selecting the record you wish to speak with. You can also log the call for future reference. To make a call Go to the module (Leads/Accounts/Contacts etc.). Tap a contact to whom you want to make a call. In ...
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 ...
Creating Leads
In Zoho CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from ...