Restore Lead from Deal/Account/Contact in Zoho CRM

Turn a converted Contact, Account or Deal back into a Lead in Zoho CRM. A Marketplace extension by Insyrge.

Restore Lead from Deal/Account/Contact in Zoho CRM

Overview

Overview

Convert Lead From Contact: Your Zoho CRM Data Recovery Solution

Tired of accidentally converting leads to contacts or companies in Zoho CRM? Introducing Convert Lead From Contact – the game-changing extension that effortlessly reverses this process. With just a few clicks, you can seamlessly convert contacts or companies back into leads, restoring your data to its original state.

Easily installable from the Zoho Marketplace, Convert Lead From Contact offers a convenient and time-saving solution for maintaining data accuracy in your CRM.

Let’s dive in and explore how ‘Convert Lead From Contact’ can streamline your workflow.

Installing the Extension

Access the Zoho Marketplace: Go to the Zoho Marketplace.

Search for the extension: Search for “Convert Lead From Contact”.

How to restore Leads?

After installing the extension, now, you’ll see a button example: ‘Convert To Lead’ in the upper right corner of the modules, named Contact, Deal, and Account in Zoho CRM.


1. Accounts

2. Contacts

3. Deals

4. Multiple Records

For more reference, watch the full YouTube tutorial video now!


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Features

Key features

What Restore Lead from Deal/Account/Contact in Zoho CRM adds to Zoho CRM.

  • 01

    Seamless Lead Recreation

    Effortlessly recreate leads directly from the Deals or Contacts modules in Zoho CRM. With a single click, revisit or restart sales opportunities without duplicating data manually, saving time and reducing the risk of errors.

Benefits at a Glance

  • Benefits at a Glance

    Enhanced Productivity: Save valuable time by automating the lead creation process. Accurate Data Handling: Reduce human errors and ensure consistency across your CRM. Customizable to Fit Your Needs: Adapt the tool to align with your business-specific workflows. Streamlined Sales Process: Improve the flow and management of your sales cycle, driving better results.

How it works

Live in three steps

  1. 01

    Install from Zoho Marketplace

    Open the official listing and install the extension into your Zoho CRM organisation.

    Marketplace listing ↗
  2. 02

    Configure it

    An administrator sets up permissions, modules and options following the admin guide.

    Admin guide →
  3. 03

    Use it inside Zoho CRM

    Your team works from the CRM records they already use, with no switching between apps.

    User guide →

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