Tutorial – Zoho CRM Lead Conversion tips for B2C

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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.

company-field-non-mandatory

Drag the Company field to the List of Removed Fields.

list-of-removed-fields

If you have a mix of B2B and B2C customers.

Remove the mandatory attribute for the Lead:Company Name field, just as outlined above (you cannot remove a mandatory field from a layout).

In this scenario some leads may be affiliated with companies, so you’ll leave the Company field on the layout.

When converting a Lead that uses the Company field, Zoho will create the Account record upon conversion. If the Company field is blank, the “Account” option will not be included when converting the Lead.

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2 Responses to “Tutorial – Zoho CRM Lead Conversion tips for B2C”

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  1. Doug Sabra says:

    Accountants have dealt with this problem since the beginning of time. When a company has both consumer and business accounts the solution has always been to simply use account numbers.

    I wolud suggest using their last and first name as the “company name” if using a CRM. That way your process flow can remain unchanged. The reason you would rather do this is because thereare often MULTIPLE contacts related to an account (even for an individual account). If you want a list of your customers you should simply be able to print such a list from your accounts page rather than trying to figure out which of your contacts is an account and which is simply a contact for an account.

    There are some other ways to accomplish the foregoing using custom fields and triggers but why reinvent the wheel?

  2. That could a valid way to approach it in some systems. How do you avoid having an account for each contact name, though? Would you designate one contact as the primary, then use that contact name as the company or account name for any related contact records?

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