Mass Conversion refers to the process of converting multiple records from one module to another simultaneously. For instance, you can convert multiple leads into contacts, accounts, or deals in one go, which can save time and reduce manual work. Here’s a quick overview of how it generally works and its key points:

Why Use Mass Conversion?

Eciency: It allows for quick conversion of records without doing each one individually

Bulk Processing: Ideal for large databases with many leads or records that need to be converted.

Consistency: Ensures standardized conversions with predened settings and mappings.

Supported Modules

Leads to Contacts/Accounts/Deals: Most commonly, mass conversion is used to convert leads.

Cases and Other Custom Modules: In some cases, other modules may also support mass actions.

Steps for Mass Conversion

Selection of Records: Go to the module (like Leads) and select the records you want to convert.

Conversion Action: Once selected, choose the “Convert” action (usually in a dropdown).

Field Mapping and Duplicates: Zoho CRM often provides options for eld mapping, and you can set rules for handling duplicate records (whether to merge, overwrite, or skip).

Finalizing Conversion: Conrm the conversion and, optionally, check for notications if any records failed to convert.

Important Considerations

Permissions: Ensure you have the necessary permissions to perform mass conversions.

Automation and Workow Triggers: nversion may trigger workows or automations, so be aware of automated actions.

Storage and Data Management: Converting large numbers of leads can impact storage limits if many new contacts/accounts are created.

Advanced Tips

Custom Mapping Rules: You can set custom rules to control how elds from leads are mapped to contacts/accounts

Automation with Blueprint: Integrate mass conversion with Zoho's Blueprint automation feature to streamline entire processes.

Setting Up Mass Conversion in Zoho CRM

Go to Setup > Customization > Modules and Fields to congure the elds you want to map between modules (e.g., Lead to Contact, Lead to Account).

Enable Duplicate Checks: Under Setup > Data Administration > Data Enrichment, set up duplicate handling for modules involved in conversions.

Create and Congure Workow Rules: utomation > Workow Rules, you can create actions triggered by conversions, like sending notications or assigning converted leads.