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Restore Lead from Deal/Account/Contact in Zoho CRM

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

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Admin Guide

Introduction

This guide explains how to install and use the Restore Lead from Deal, Accounts, or Contacts extension in Zoho CRM. This extension enables you to easily restore leads directly from the Deals, Accounts, or Contacts modules.

Step 1: Install the Extension

1. Open Zoho CRM

  • Log in to your Zoho CRM account.

2. Access Marketplace

  • Go to the top-right corner of the CRM screen.
  • Click on the Marketplace icon.
  • In the search bar, type "Restore Lead from Deal Accounts or Contacts".
  • Find the extension from the search results and click on it.

3. Install the Extension

  • Click the Install button.
  • Follow the on-screen instructions to complete the installation process.

Step 2: Using the Extension

1. Navigate to the Relevant Module

Go to the module where you want to restore a lead:

  • Deals
  • Accounts
  • Contacts

2. Locate the Restore Button

Once the extension is installed, a new button named "Restore Lead" will appear in these modules.

3. Restore a Lead

  • Click the Restore Lead button.
  • A pop-up window will display available leads you can restore.
  • Select the desired lead.
  • Click Restore.

Step 3: Confirmation and Verification

1. Confirm Restoration

A confirmation message will notify you that the lead has been successfully restored.

2. Verify Lead Restoration

  • Navigate to the Leads module.
  • Confirm the restored lead is visible.
  • Check all details to ensure the lead information is intact.

Tips & Best Practices

✔ Regular Backups

Always maintain regular CRM data backups to prevent data loss.

✔ Check Permissions

Ensure you have the required permissions to install and manage extensions.

✔ Consult Support

If any issues occur, contact Zoho Support or your system administrator for assistance.

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