Lead Conversion Mapping in Vryno CRM

What is Lead Conversion Mapping?

In Vryno CRM, lead conversion mapping into Contacts, Deals, and Organizations refers to the process of transferring specific data from a lead record to corresponding records in the Contacts, Deals, and Organizations modules when a lead is converted into a customer or business opportunity.

Contacts:

When a lead is successfully converted into a customer, Vryno CRM allows users to map relevant data fields from the lead record to the Contact record. This includes details such as the customer's name, email address, phone number, address, and any other essential information. By mapping this data, the lead's information is seamlessly transferred to the Contact record, ensuring a smooth transition and avoiding duplication of data entry.

Organizations:

For B2B sales or scenarios where leads represent organizations, Vryno CRM enables lead conversion mapping into the Organizations module. When a lead is converted into a customer or a business opportunity related to an organization, specific data fields such as the organization's name, industry, size, and any custom information can be mapped to the corresponding fields in the Organization record. This ensures that the organization's data is accurately maintained, making it easier to manage relationships and interactions with the organization.

Deals:

In the context of sales opportunities, a lead may be converted into a potential deal or business opportunity. Vryno CRM facilitates lead conversion mapping into the Deals module by allowing users to transfer key information from the lead record to the Deal record. This information might include deal name, deal value, expected close date, associated contacts, and any other relevant data. This mapping ensures that important lead details are carried over to the deal, facilitating better sales tracking and pipeline management.

By implementing lead conversion mapping into Contacts, Deals, and Organizations in Vryno CRM, businesses can ensure a seamless transition from leads to customers or opportunities. This feature streamlines data management, eliminates manual data entry errors, and enhances overall efficiency, allowing sales teams to focus on nurturing leads and maximizing conversion rates.

How to Access & Customize Lead Conversion Mapping in Vryno CRM

Step 1: Login to your Vryno CRM account

Step 2: Click on your Profile & Go to Settings

Step 3: Under Customizations, Click on Modules & Fields

Step 4: Under Leads, access the Dropdown next to the Edit Button & Click on Mapping

Step 5: You've reached the Lead Conversion Mapping page, here you can map each field in the Leads Module to fields of the same type in Contacts, Organizations, & Deals module

Step 6: Once done, Click on Save