Lead 2 Vendor (Basic) Overview

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

  1. Converts a single lead into its corresponding Contacts and Vendors module
  1. Automatically removes converted lead from the Leads module

Conclusion

We have covered the features of the Lead 2 Vendor (Basic) extension. If you are looking for more customization in the conversion of the leads, we recommend using our Lead 2 Vendor (Advanced) extension.

    • Related Articles

    • Installation - Lead 2 Vendor (Basic)

      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) - Demo

      The Lead to Vendor (Basic) is developed by SaasPlugin. It is an excellent tool when you want to transform a particular Lead to either Vendors or Contacts with a single click. As a user, you just need to go to your desired lead's profile page and ...
    • 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 ...
    • 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 ...
    • 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 ...