Deal lookup field is now available for Invoices module in CRM

Deal lookup field is now available for Invoices module in CRM

Dear All,
 
We are glad to introduce the Deal Name lookup field in the Invoices module.

Thus far, the invoices module had lookup fields to associate records from accounts and contacts modules, by default. On the other hand, the Quotes and Sales Order modules had lookup field for the Deals module, besides the Accounts and Contacts. During conversion of a quote or a sales order into an invoice, the deal information associated with the quotes and sales order module, wasn't converted automatically. Although users could create a custom lookup field into the Deals module, it was time-consuming.



Hence, to reduce the manual work, we have now added Deal Name lookup field in the Invoices module by default. This will help users to associate deals directly while creating an invoice, or carry forward the deals information while converting a quote into an invoice.



For existing users: Deal Name lookup field will be available on the tray of unused fields. They can simply drag it into their layout and use it if required for the invoices.

For users who manually set up a custom deal lookup in Invoices, we've provided an option to map the existing field with Deal Name in Sales Order and Quotes.



For new sign-ups: It is available in the layout by default. 

 
P.S. This feature is now available for all users in all DCs.
      Bootcamp
      Community
      Pricing
      Webinars
      What's New
      Integrations
      Contact Support
      Contact Sales



          Zoho Survey Resources
            Features
            Survey Templates
            Integrations
            Community
            iOS Mobile Surveys
            Pricing
            Android Mobile Surveys
            Insurvey Blogs
            Insight Blogs
            Tips & Tricks





                          Setup Zoho Bigin in 30 Minitues
                          Latest Feature Updates

                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day




                                Zoho Marketing Automation
                                  Zoho SalesIQ Resources

                                        • Sticky Posts

                                        • Enrich your CRM data and keep them updated

                                          You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing

                                        • Zoho CRM Digest - February 2024

                                          We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity

                                        • Canvas templates can now be shared with different CRM organizations

                                          ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help

                                        • Introducing Zia Presentation in Zoho CRM

                                          ----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the

                                        • Blueprint enhancements - Parallel and multiple transitions, and more

                                          Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all


                                        Manage your brands on social media
                                        Access Zoho Social

                                          Zoho Pagesense Resources


                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now