Technology is designed to make our jobs easier. If you’re using a CRM and still taking a long time going through manual processes to complete basic tasks, you’re not making the most of your CRM’s potential to make your life easier. One simple way to save time is our Lead to Vendor Conversion extension, which speeds up the arduous process of converting leads into vendor contacts.

This Zoho CRM Extension Makes Lead to Vendor Conversion a Breeze!

Why do you need to convert Leads to Vendors? Why not just leave them as Leads? Vendors provide you with products and services. Successfully converted Vendors will ensure that your businesses has continuous access to manufacturers, service providers and resellers that can help you succeed.

Why Do You Need This Extension?

With Zoho CRM, converting a lead into a potential client or contact is a standard feature but converting a lead into a Vendor requires numerous clicks and steps. Installing the Lead to Vendor Conversion extension can make this task much easier, reducing your work to just a single click. Give your productivity and efficiency a boost, save time, money and effort and lower your risk of manual data entry errors.

                Benefits

  • Automatically create a new Vendor from a Lead.

  • Reduce the effort of manual Vendor creation.

  • Save time, money and effort.

  • Boost overall business productivity and efficiency.

  • Lower your risk of manual data entry errors.

How does the extension work?

Zoho CRM’s default lead conversion process is for Contacts and Accounts only. There is no feature to convert leads into contacts and vendors automatically. That’s where Oscillosoft’s extension comes in!

All you need to do is install the extension into your CRM. After installing, a button will automatically be created in the Leads Details and Lead List view pages.

Convert to Vendor

To convert a lead into a vendor from the Lead Details page, click on the “Convert to Vendor” button. A contact and vendor will be automatically created from your lead. The lead will be automatically deleted.

Want to restore or view the lead? It will stay in your Recycle Bin for the next 60 days in case you need to retrieve it. After 60 days, you won’t be able to retrieve it anymore.

The same process applies for leads in the Lead List view page. After selecting the leads you want to convert and clicking on the “Convert to Vendors” button, the leads will be converted contacts and vendors, then automatically sent to the Recycle Bin.

It’s that simple!

If our Lead to Vendor Extension sounds like it could help you save valuable time, money and effort, you can find it on the Zoho Marketplace, or get in touch with us and we’ll help you get started!

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2019-05-30T14:55:19+10:00