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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