Demo - Lead2Vendor (Advanced)

Demo - Lead2Vendor (Advanced)

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

  1. 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.
  2. Activities, Notes, and Attachments will transfer to either the Contacts or Vendors module based on your selection.
  3. Facilitates mapping data into the Contacts and Vendors module from the Leads module based on the data types in the Leads module fields.
  4. 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:
User Guide