FAQs: Activities

1. Does MIZO CRM Support Lead Conversion Tracking?

Yes — MIZO CRM allows you to track lead conversions by marking successful leads using custom statuses, enabling you to monitor how many leads convert and who or what channels contribute most to your success.

  1. Track Conversions Using Lead Status

      MIZO CRM uses a status-based approach to track lead progress. When a lead is successfully closed, you can update its status to :

    🔹Converted
    🔹 Paid
    🔹Booked
    🔹Enrolled

     You can fully customize these statuses based on your business type.

  1. View Basic Conversion Insights

      Using filters and exports, MIZO CRM helps you :

     🔹Count how many leads were converted in a time period
     🔹See which sources (Facebook, website, referral) bring high-converting leads
     🔹Measure how many conversions each team member has handled
     🔹Analyze which follow-up stage most conversions happen from

     You can also export this data for deeper review.

  1. Tag and Note Converted Leads

     When updating lead status :

     🔹You can add tags like “Converted”, “Paid Client”, “Repeat Customer”
     🔹Write notes to capture deal size, closing reason, or next steps
     🔹Assign the lead to another team (e.g., post-sale support or retention)

  1. Keep Conversion Tracking Organized

      MIZO CRM helps you :

    🔹Filter only “Converted” or “Lost” leads
    🔹Track team-wise or source-wise performance   
    🔹Maintain a clean record of deals closed — great for sales reviews