Convert Lead from Deal for Zoho CRM

Effortlessly convert deals back to leads

Built for: CRM Developed by: Insyrge
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Convert Lead from Deal enhances your workflow by allowing you to effortlessly create leads from deals or contacts. Whether you need to revisit opportunities or streamline lead management, this tool simplifies the process with just a few clicks. Boost productivity and maintain a seamless sales cycle with this intuitive solution.

Key Features:

  • Seamless lead recreation:
    Effortlessly recreate leads from the Deals or Contacts modules in Zoho CRM with a single click. This feature ensures you can revisit or restart sales opportunities without manually duplicating data, saving time and reducing errors.
  • Data consistency and accuracy: Automatically transfer essential information from Deals or Contacts to the newly created lead, eliminating the need for repetitive manual input and ensuring accurate records.
  • Custom field mapping:
    Configure and map custom fields between Deals, Contacts, and Leads in Zoho CRM to suit your business processes. This feature gives you flexibility and ensures that all critical data flows seamlessly across modules.
  • Improved sales cycle management: Enable smooth transitions between different stages of your sales cycle in Zoho CRM. Recreate leads from your Deals module when new opportunities arise, helping your team manage prospects effectively and maximize conversions.

Tags

Deployment type Zoho platform
Published date Dec 25, 2024
Version 1.1
Category Productivity
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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