Comments on: Zoho CRM Quick Start Guide http://www.netprofitmarketing.com/small-business/zoho-crm-quick-start-guide/?utm_source=rss&utm_medium=rss&utm_campaign=zoho-crm-quick-start-guide Results Focused Internet Marketing Tue, 17 Jan 2012 01:42:48 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Jared Pomranky http://www.netprofitmarketing.com/small-business/zoho-crm-quick-start-guide/#comment-1024 Jared Pomranky Wed, 13 Apr 2011 15:18:05 +0000 http://www.netprofitmarketing.com/?p=499#comment-1024 When you convert a lead, it will create an Account (for the company), a Contact (for the lead), and a Potential (for the potential sale). The lead will now be a Contact. An Account can have multiple Contacts and can have multiple Potentials. Therefore, all you need to do to assign multiple Potentials to a Contact/Account is to go to Potentials, add a new Potential, and assign it to the Account. When you convert a lead, it will create an Account (for the company), a Contact (for the lead), and a Potential (for the potential sale). The lead will now be a Contact.

An Account can have multiple Contacts and can have multiple Potentials. Therefore, all you need to do to assign multiple Potentials to a Contact/Account is to go to Potentials, add a new Potential, and assign it to the Account.

]]> By: Amod Kadam http://www.netprofitmarketing.com/small-business/zoho-crm-quick-start-guide/#comment-1023 Amod Kadam Wed, 13 Apr 2011 15:11:08 +0000 http://www.netprofitmarketing.com/?p=499#comment-1023 how should one manage single lead converting to multiple opportunities or potential in zoho ? how should one manage single lead converting to multiple opportunities or potential in zoho ?

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