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How to Create Leads in Zoho
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1. Welcome to Zoho CRM Dashboard
Zoho Team Welcomes you onboard. Click on Leads tab in top navigation bar.
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2. What do you mean by Leads in Zoho ?
Leads are the point of entry for your CRM. When someone shows interest in your business, you'llcreate a lead record to get them into your sales pipeline.
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3. Create Lead
Click on Create Lead button to start creating lead.
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4. First & Last Name
Enter your first & last name in respective fields.
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5. Title
Specify the job position of the lead.
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6. Phone & Mobile Number
Enter the Phone & Mobile number of the Lead.
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7. Lead Source
Select the lead source from drop down list.
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8. Industry
Select the type of industry from the drop-down list.
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9. Annual Revenue
Specify the annual revenue of the account.
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10. Website
Enter the URL of the company's Web site.
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11. Lead Status
Select the lead status from drop down.
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12. No of Employees
Enter the employee count in the respective field.
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13. Rating
Specify the rating of the account from the drop down list.
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14. Skype ID
Specify the Skype ID of the lead. Currently skype ID can be in the range of 6 to 32 characters.
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15. Secondary Email
Specify another email address of the lead.
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16. Address Information
Specify the address of the lead.
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17. Description
Specify any other details about lead.
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18. Save
Click on the Save button to save the lead details.
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THANK YOU
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