The "Reason for loss" field in the Deals module is now a picklist field
We hope you're well!
We are pleased to announce that we have updated the "Reason for loss" field as a system-defined picklist field.
Currently in Zoho CRM, when a deal is lost, the reason for the loss is collected as a descriptive form and those detailed reasons are added to the deal record as notes.
Since the reason for the loss is recorded as notes, it cannot be viewed in list view or filtered. As a result, the precise reason for the loss is uncertain.
For this situation to be resolved, users can now specify a specific reason for losing the deal, rather than simply making descriptive notes on the reason for loss. This will help the user in better consolidating the reason for
Dependency with Deal Stages :
The "Reason for loss" field's visibility is dependent upon the Stage field. The reason for loss will only be shown when certain deal stages fall within the "Closed Lost" deal category in the stage-probability mapping.
You can customize the stages and mapping according to your requirement.
"Reason for loss" field properties:
The field provides predefined options that can be customized as per an organization's requirements. You may add new fields, edit existing fields or delete them.
For existing users: The picklist field will be accessible in the "Unused fields" section on the Deals module. Users can manually add them to the layout to permanently replace the "Reason for loss" descriptive field. In case the user continues to use the layout without making any changes, the prevailing descriptive field will be removed automatically within December 2, 2022.
For new sign-ups: The field will be present in the layout by default and the description field will be removed.
If the user is already having a custom picklist field created for managing reason for loss, this new feature will not conflict with the existing field. It will be there in the unused section.
The lost deals, for which the reason of loss has previously been noted in the notes, will continue to be present in the Notes section.
Thats all about the enhancements.
Introducing Zia's Customer Churn Prediction
Dear All, Hope you are well! We have an exciting new feature added to Zia's Prediction capabilities. Let's learn more! Businesses, even after spending a lot of money on customer acquisition, sometimes struggle to retain those acquired customers. While
New Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
Introducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Zoho Pagesense Resources
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.