Transferring Leads to opportunity in Vtiger / Cloud Yogi CRM

Vtiger CRM/Cloud Yogi CRM allows you to manage your leads and convert them to opportunity at a suitable time. Once a Lead is eligible and determined to be a probable sale, the Lead is converted to a customer Organization, Contact and an Opportunity.

When converting a lead, vtiger CRM creates a new Organization, contact and, optionally, a Opportunity using the information from the lead. All e-mail communications, attachments, open and closed activities from the lead are attached to the Organization, contact and Opportunity.

While converting a lead to an opportunity, in the dropdown box there is a ‘transfer record option ‘ at the bottom of the dialogue box below contact which mentions 2 possibilities as:

• organisation
• contacts

 

Case 1 – B to B sale

• B to B sale mentions business to business sale
• when making business with an organisation
• mark the organisation tab in front of ‘transfer related record to’
• in this the complete information is transferred to the organisation concerned

In this case steps to be followed are as:

1. Click on the Lead record you aim to convert.
2. In the detail view, Click Convert Lead Button as in below
   
   
3. In the convert Lead pop-up, you can change the existing values and transfer related records.
4. If there is a chance of immediate sale, un-check Opportunity check-box as in below .
   
5. Mark the organisation tab in ‘transfer related records to’ as in below.
   

 

7. Click Save as in below

8.

Case2- B to C sale

• b to c sale refers to business to contact sale
• when business is made with a single contact
• mark the contact tab in front of the ‘transfer related record to’ option
• the information is shared with the contact only

In this steps to be followed are:

1. Click on the Lead record you aim to convert.
2. In the detail view, Click Convert Lead Button as in mentioned above.
3. In the convert Lead pop-up, you can change the existing values and transfer related records.
4. If there is a chance of immediate sale, un-check Opportunity check-box as in mentioned above
5. Mark the contact tab in ‘transfer related records to’ as in mentioned above.
   
6. Click Save as in below.