What is the difference between Open Leads and Converted Leads?

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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 ...

• 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 ...

• 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 ...

• I converted some leads to contacts by mistake. Is there a way to convert those contacts back to Leads?

  No, you cannot convert contacts back to Leads. You can, however, use the Stage field in the Deals module to track those contacts that you want to convert back to Leads.

• Working with Leads

  Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...