Lead 2 Vendor (Advanced) - User Guide

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 located at the top right corner




Select existing Vendor and Contact, or create new a Vendor and Contact

 


Select where Activities, Notes and Attachments should be moved to



Click on the Field Mapping tab and map your desired field values from Leads to Vendors or Contacts

 

Scroll down and click Save



Finally, navigate to the conversion tab and click the Convert button to complete the process


Conclusion

Congratulations, you have converted a lead to a vendor. Hope this guide has helped you understand how this extension works and assist you in business processes.

    • Related Articles

    • 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 ...

    • 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 ...

    • 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 ...

    • 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 (Basic) Overview

      Introduction Lead to Vendor (Basic) is an extension developed by SaasPlugin 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 ...