Convert Leads in iPad

Convert Leads in iPad

Once the lead status has reached a certain stage, (i.e. when there is a chance of further negotiations), it can be qualified as a potential. You can then convert the lead into an account, contact, and potential.

To convert a lead

  1. Tap the Leads module.
    All the leads in the selected list view will be listed.
  2. Tap the record that you want to convert.
  3. In the Record Details page, tap the More Options icon.
  4. Tap Convert Lead.
  5. In the Convert Lead window, specify the necessary details and tap Done.
    The lead will be converted and will be available in the Converted Leads list view.
    • Related Articles

    • Convert Leads

      A qualified lead can be converted to an account, contact and potential easily from your mobile phone. To convert leads Go to the Leads module and select a lead that you want to convert. In the Lead Details screen, tap Actions > Convert. In ...
    • Convert Leads

      When there is a chance of further negotiations with a lead, it can be converted into an account, contact, and potential. In short, once the lead status has reached a certain stage, it can be qualified as a potential. On conversion, all the lead ...
    • Convert Leads in iPhone

      Once the lead status has reached a certain stage, (i.e. when there is a chance of further negotiations), it can be qualified as a potential. You can then convert the lead into an account, contact, and potential. To convert a lead Tap ...
    • Convert Leads using Android

      Once the lead status has reached a certain stage, (i.e. when there is a chance of further negotiations), it can be qualified as a potential. You can then convert the lead into an account, contact, and potential. To convert a lead Tap ...
    • Import Leads and Contacts from Address Book in iPad

      You can import the leads and contacts from your iPad Contacts to Zoho CRM, one record at a time. To import a lead or contact from the address book Go to Leads/Contacts module. All the records in the selected module will be listed. Tap a record. In ...