{"id":3288,"date":"2014-11-08T09:54:46","date_gmt":"2014-11-08T09:54:46","guid":{"rendered":"http:\/\/www.knowledgement.ie\/?p=3288"},"modified":"2014-11-08T09:54:46","modified_gmt":"2014-11-08T09:54:46","slug":"transferring-leads-to-opportunity-in-vtiger-cloud-yogi-crm","status":"publish","type":"post","link":"https:\/\/targetintegration.com\/en_in\/transferring-leads-to-opportunity-in-vtiger-cloud-yogi-crm\/","title":{"rendered":"Transferring Leads to opportunity in Vtiger \/ Cloud Yogi CRM"},"content":{"rendered":"<p>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 <em>Organization<\/em>, <em>Contact<\/em> and an <em>Opportunity<\/em>.<\/p>\n<p>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.<\/p>\n<p>While converting a lead to an opportunity, in the dropdown box there is a &#8216;transfer record option &#8216; at the bottom of the dialogue box below contact which mentions 2 possibilities as:<\/p>\n<ul>\n<li>organisation<\/li>\n<li>contacts<\/li>\n<\/ul>\n<figure id=\"attachment_3289\" aria-describedby=\"caption-attachment-3289\" style=\"width: 300px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/mg1.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"size-medium wp-image-3289\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/mg1-300x285.png\" alt=\"Cloud Yogi\/ Vtiger CRM converting lead into opportunity \" width=\"300\" height=\"285\" \/><\/a><figcaption id=\"caption-attachment-3289\" class=\"wp-caption-text\">Cloud Yogi\/ Vtiger CRM converting lead into opportunity<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<h2>Case 1 &#8211; B to B sale<\/h2>\n<ul>\n<li>B to B sale mentions business to business sale<\/li>\n<li>when making business with an organisation<\/li>\n<li>mark the organisation tab in front of <em>&#8216;transfer related record to&#8217;<\/em><\/li>\n<li>in this the complete information is transferred to the organisation concerned<\/li>\n<\/ul>\n<p>In this case steps to be followed are as:<\/p>\n<ol>\n<li>Click on the Lead record you aim to convert.<\/li>\n<li>In the detail view, Click <strong>Convert Lead<\/strong> Button as in below<br \/>\n<a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img2.png\"><img decoding=\"async\" class=\"aligncenter wp-image-3290\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img2-300x146.png\" alt=\"Cloud Yogi \/Vtiger Lead Detail\" width=\"475\" height=\"231\" \/><br \/>\n<\/a><\/li>\n<li>In the convert Lead pop-up, you can change the existing values and transfer related records.<\/li>\n<li>If there is a chance of immediate sale, un-check Opportunity check-box as in below .<br \/>\n<a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img3.png\"><img decoding=\"async\" class=\"aligncenter wp-image-3291\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img3-300x279.png\" alt=\"Cloud Yogi \/Vtiger CRM \" width=\"339\" height=\"315\" \/><\/a><\/li>\n<li>Mark the <strong>organisation<\/strong> tab in <strong>&#8216;transfer related records to&#8217; <\/strong>as in below.<br \/>\n<a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-3292\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img4-300x286.png\" alt=\"Cloud Yogi CRM\/ Vtiger CRM \" width=\"300\" height=\"286\" \/><\/a><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p>7. Click Save as in below<\/p>\n<p><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-3293\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img5-300x283.png\" alt=\"Cloud Yogi CRM \/ Vtiger CRM\" width=\"300\" height=\"283\" \/><\/a><\/p>\n<p>8.<\/p>\n<p><em>Case2-<\/em> B to C sale<\/p>\n<ul>\n<li>b to c sale refers to business to contact sale<\/li>\n<li>when business is made with a single contact<\/li>\n<li>mark the contact tab in front of the &#8216;transfer related record to&#8217; option<\/li>\n<li>the information is shared with the contact only<\/li>\n<\/ul>\n<p>In this steps to be followed are:<\/p>\n<ol>\n<li>Click on the Lead record you aim to convert.<\/li>\n<li>In the detail view, Click <strong>Convert Lead<\/strong> Button as in mentioned above.<\/li>\n<li>In the convert Lead pop-up, you can change the existing values and transfer related records.<\/li>\n<li>If there is a chance of immediate sale, un-check Opportunity check-box as in mentioned above<\/li>\n<li>Mark the <strong>contact<\/strong> tab in <strong>&#8216;transfer related records to&#8217; <\/strong>as in mentioned above.<br \/>\n<a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-3294\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img6-300x286.png\" alt=\"Cloud Yogi \/ Vtiger CRM\" width=\"300\" height=\"286\" \/><\/a><\/li>\n<li>Click Save as in below.<br \/>\n<a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img7.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-3295\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2014\/11\/img7-300x286.png\" alt=\"Cloud Yogi CRM \/ Vtiger CRM\" width=\"300\" height=\"286\" \/><\/a><\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"<p>Vtiger CRM\/Cloud Yogi CRM allows you to manage your leads and convert them to opportunity at a suitable time. Once&#8230;<\/p>","protected":false},"author":5,"featured_media":3996,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[172],"tags":[40,55,53],"class_list":["post-3288","post","type-post","status-publish","has-post-thumbnail","hentry","category-cloudyogi","tag-finance","tag-inventors","tag-market"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Transferring Leads to opportunity in Vtiger \/ Cloud Yogi CRM -<\/title>\n<meta name=\"description\" content=\"Vtiger CRM\/Cloud Yogi CRM allows you to manage your leads and convert them to opportunity at a suitable time.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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