You can see a complete introduction of this plugin in this video -
Demo video
The Lead to Vendor widget for Zoho CRM is an extension developed by Oscillosoft that allows Zoho CRM users to create a vendor and contact from a lead with a single click from a particular lead's profile page. Its custom field mapping feature includes Activities, Notes, and Attachments. These will be mapped according to either Vendors or Contacts module, depending on which one you select.
Key Features
Converts a single lead into a corresponding entry in the Contacts and Vendors module. After converting a particular lead, that lead will be automatically removed from the Leads Module.
Activities, Notes, and Attachments will transfer to either the Contacts or Vendors module based on your selection.
Facilitates mapping data into the Contacts and Vendors module from the Leads module based on the data types in the Leads module fields.
Map a lead to a new or existing contact or vendor.
Pricing
It cost $10 USD/month/Organisation
We provide 10% discount on yearly subscriptions, it comes with $108 only for the whole year! You can test out the plugin with a FREE 10-day trial!
If you're interested, you can browse all our available "Lead 2 Vendor (Advanced)" guides and resources here at:
Overview This is a handy guide on how to convert a sample “Lead” to “Vendor” using Oscillosoft’s Lead 2 Vendor (Advanced) extension. Converting a Lead to a Vendor Select a desired Lead for conversion Click “Convert to Vendor” from the drop down menu ...
Introduction Lead to Vendor (Basic) 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 ...
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 ...
You can see a complete introduction of this plugin in this video - Demo Video The Moodle Advanced Extension for Zoho CRM allows your Zoho CRM to integrate records from standard modules such as Contacts, Deals (Enrollments), Courses (Products), and ...
This article will show you the steps on how to convert a lead from the Leads module to a vendor in the Vendors module and a Contact in the Contact module using our Lead 2 Vendor (Basic) extension. The Process Workflow The process is simple as the ...