FAQs on Deals
1. Why am I not able to enter the Expected Revenue for Deals? The Expected Revenue is automatically calculated based on the Stage and Amount details that you specify for leads, accounts, deals, or any other module. Hence, you cannot enter that value ...
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 ...
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 ...