Who are the leads/contacts created assigned to?

• Related Articles

• 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 ...

• Who are the leads/contacts created assigned to?

  The assignment of a lead/contact can either be based on a Chat attendee or a Zoho CRM user.

• 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 ...

• How do I prevent duplicate leads and contacts from getting created, when those leads and contacts use multiple email addresses to communicate?

  You can use unique fields to prevent duplication of leads and contacts. For instance, if a lead or contact has a different email ID but other fields, such as name, contact number, or mobile phone number are the same, you can mark name as a unique ...

• 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 ...