FAQ - Lead 2 Vendor (Advanced)

FAQ - Lead 2 Vendor (Advanced)

Q.1 What are the basic requirements for this extension?

To use our Lead 2 Vendor (Advanced)  extension, you need to have an active Zoho CRM account.

Q.2 How much does the extension cost?

The  Lead 2 Vendor (Advanced)  extension will help you to convert your Lead to Contact and Vendor with a single click . It costs  $10 USD  month/organisation.  We offers  10%  discount on yearly subscription and it comes  $108 USD  only for the whole year.

Q.3 What are the advance features?

Some basic features of this extension are
  1. Converts a single lead into a corresponding entry in the Contacts and Vendors module. After converting a particular lead, that lead will be automatically removed from the Leads Module.
  2. Activities, Notes, and Attachments will transfer to either the Contacts or Vendors module based on your selection.
  3. Facilitates mapping data into the Contacts and Vendors module from the Leads module based on the data types in the Leads module fields.
  4. Map a lead to a new or existing contact or vendor.

Q.4  Can I try out before I pay?

Yes, you can Test out  Lead 2 Vendor (Advanced)  with a FREE 10-day trial! Install the plugin and claim your trial now.

Q.5 How do I install the plugin?

It is very simple, install the plugin from the Marketplace and start converting your leads. For any further assistance email us at  help@saasplugin.com.au

Q.6 I've installed the plugin, does it still need any setup or specific settings?

No! the plugin doesn't require any additional setup. See our detailed user guide here

Q.7  I've installed the plugin but how do I use it?

Please check our user guide here.

Q.8 What is the process of getting help if I face any problem during using it?

For any further help or assistance, you can reach us at  help@saasplugin.com.au

Q.9 Is support cost us?

No, it is completely free of cost.

Q.10 May we have free support on the trial period?

There is no cost needed for extension-related support at all. You can reach us whenever you need at  help@saasplugin.com.au

Q.11 Do I need to worry about CRM version compatibility?

For this plugin the compatible CRM versions are:
  1. Standard
  2. Professional
  3. Enterprise
  4. CRM Plus
  5. Zoho One
  6. Ultimate

Q.12 How do I cancel my subscription plan?

Cancellation process is very simple. Please check  this article.

    • Related Articles

    • Installation - Lead 2 Vendor (Advanced)

      Inside your Zoho CRM, click the Settings icon at the top right corner. Then, go to - Marketplace >> All By default, you will land on the “All Extensions” tab. Type “Lead to vendor” in the search box. There will be two results, click on Lead 2 Vendor ...

    • Lead 2 Vendor (Advanced) - Overview

      Overview Lead to Vendor (Advanced) is an extension developed by Oscillosoft that allows Zoho CRM user to create a vendor & contact for a lead by a single click from a particular lead details page. Key Features: ● Converts a single lead into its ...

    • Lead 2 Vendor (Advanced) - User Guide

      Overview This is a handy guide on how to convert a sample “Lead” to “Vendor” using Oscillosoft’s Lead 2 Vendor (Advanced) extension. Converting a Lead to a Vendor Select a desired Lead for conversion Click “Convert to Vendor” from the drop down menu ...

    • Lead 2 Vendor (Advanced) - Demo video

      Demo video of Lead 2 Vendor (Advanced) The Lead to Vendor is an amazing plugin that is developed by SaasPlugin, allowing Zoho CRM users to transform Leads to either Vendors or Contacts. And all it takes is a single click to convert. Users can go to a ...

    • FAQ - Lead 2 Vendor (Basic)

      Q.1 What are the basic requirements for this extension? To use our Lead 2 Vendor (Basic) extension, you need to have an active Zoho CRM account. Q.2 How much does the extension cost? The Lead 2 Vendor (Basic) extension will help you to c onvert your ...