3. Converting Leads to Deals
3.1 Set the Converted Lead Location -
3.2 Configure Modules and Fields -
Click the Settings icon at the top right corner
Then, go to -
Customization >> Modules and Fields
Click the Three-dot (...) icon beside Leads. Then, click on “Lead Conversion Mapping”.
3.3 Lead to Deal Conversion
Based on Zoho CRM standard conversion process, users will be able to create a new contact or use existing contact for conversion.
If a new contact is chosen, then there will be separate lead folders created in Dropbox. If an existing contact is chosen, then the leads folder will be created in the same folder in Dropbox.
Upon clicking the Convert button, the following window will pop up. Here users can convert a lead to a deal.
Once converted we will be able to see our newly converted Deal in the Deals module with all the default hierarchy folders. The files and folders of the converted Deal can be found at -
Converted Lead Location >> Archives
The same directory will be generated in Dropbox as well. When you go to your Dropbox directory, you will find the folders are arranged in the same hierarchy.
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