Tutorial – Zoho CRM Lead Conversion tips for B2C

Is your target market exclusively B2C? Or, do you have a mix of B2B and B2C customers? If your customers are exclusively B2C  If your leads are consumers, rather than business leads you can remove the Company field from the layout Here’s how to make this change (assuming Admin privileges): Go to Setup > Customization > Layouts | select the Leads module. Deselect the checkbox in the Company field. Drag the […]

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