CRM | Deal Management | Knowledge Base

Deal Management
Enhance Sales Collaboration with Team Selling and Deal Split
This feature has been released for a majority of users in all DCs. It will be released in a phased manner for the remaining users. Overview Team Selling and Deal Split in the Deals Module are features that enhance teamwork by providing access to ...
Standard Fields in Deals
Following are the list of Zoho defined standard fields available in the Opportunities module: Field Name Description Data type Maximum Limit Deal Owner Select the name of the user to whom the deal is assigned. Lookup - Deal Name* Specify name of the ...
Creating Deals
In Zoho CRM, you can create deals by: Entering data in the deal details form: You can manually fill in the Deal details gathered from various external sources. Importing deals from external sources : You can gather data through various sources and ...
Working with Deals
In any sales organization, deals are the most important records to generate the real revenue for the organization. In a typical B2B organization all deals have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends ...

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