How to Add Leads in Zoho CRM

• Manually: You can manually enter lead information into the lead form.
• Import: You can import lead data from a CSV or Excel file.
• Web form: You can create a web form on your website that allows visitors to submit their contact information.

To manually add a lead:

1. Go to the Leads tab.
2. Click the New Lead button.
3. Enter the lead information in the form.
4. Click the Save button.

To import leads:

1. Go to the Leads tab.
2. Click the Import Leads button.
3. Select the CSV or Excel file that contains the lead data.
4. Click the Import button.

To create a web form:

1. Go to the Leads tab.
2. Click the Web Forms button.
3. Click the Create New Form button.
4. Enter the form name and description.
5. Select the fields that you want to include in the form.
6. Click the Save button.

Once you have added a lead to Zoho CRM, you can track their progress and convert them into customers. You can also use Zoho CRM to send marketing emails, track phone calls, and manage sales opportunities.

Here are some tips for adding leads to Zoho CRM:

• Collect as much information as possible: The more information you have about a lead, the better you will be able to track their progress and convert them into customers.
• Use lead scoring: Lead scoring allows you to rank leads based on their potential value. This can help you prioritize your leads and focus your sales efforts on the most promising opportunities.
• Follow up with leads promptly: The sooner you follow up with a lead, the more likely they are to remember you and become a customer.
• Use Zoho CRM to track lead progress: Zoho CRM makes it easy to track lead progress and identify opportunities. This information can help you improve your sales process and close more deals.

By following these tips, you can use Zoho CRM to add leads, track their progress, and convert them into customer