Zoho CRM Video Tip: Lead Conversion Mapping

08.05.19 09:05 PM Comment(s)

Zoho CRM Tip - Lead Conversion Mapping

Lead conversion Mapping in Zoho CRM!


Converting a Lead to a Contact, an Account and optionally a Deal can pose some issues of inaccurately passing over to the new module. Introducing Lead Conversion Mapping – an automated integration that instructs CRM on what field to map when converting a lead, and what fields to pass to.


In this video below, we present a detailed Zoho CRM YouTube video tip about how to set up a Lead Conversion Mapping. Once the fields are correctly mapped, you can sit back and let the conversion work its magic. This automated process allows you to enjoy clean and accurate data for reporting purposes. See below to check it out and don’t forget to subscribe!

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