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ZOHO CRM: Don't want to convert Lead to Contact?


User Name: jamest85
Name: James Tang
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Google Apps for Work Partner, Certified Zoho CRM Consultant. 7 years experience on Zoho consulting, implementation, and programming using C#, VB, Php..., 15 years of total IT experience including prog... [More]
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Add Date: 03/27/2010
Sometimes we don't want to convert Lead to Contact, because if the Contact exists already, and we do the Lead-to-Contact converting, then it will duplicate the Contact. How do we avoid that?
So far I know, there is no way to avoid converting Lead to Contact directly, even if you selected all Contact matching fields to "None" in Lead: Map Custom Fields, the Lead's last name will be the contact's Last Name
Only way is: do the converting, and then in the Contact, find that newly converted contact record, do the "Find & Merge Duplicates".

Here is the post about: ZOHO CRM: Don't want to convert Lead to Account?

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