FAQs on Deals | Online Help - Zoho CRM

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 in the Expected Revenue field. However, you can customize the Stage and Probability mapping that is used to calculate the expected revenue.


2. How can I customize the Stage and Probability mapping for deals?

To map the sales stage to probability values, forecast types and categories:
  1. Click Setup > Customization > Modules and Fields.
  2. Move your mouse over the Deals Module and click Stage-Probability Mapping. 
  3. In the Stage-Probability Mapping page, you will see the existing sales stages. 
  4. Click the Add Stage (+) link to add new stages. 
  5. Click the Delete Stage (-) link to delete existing stages. 
  6. In the Stage-Probability Mapping page, do the following:
    - Enter the deal's Stage Name, its Probability (%) in the respective boxes.
    - Select the Forecast Type and the Forecast Category from the respective lists. 
  7. Click Save.
  8. You can also map the the stage-probability by selecting the Layout of the Deals module, clicking on the Settings icon and selecting Stage-Probability Mapping.

3. How to create my Open Deals View?

The default list view (All Deals) displays all the deals under various stages. You can also create Open Deals view and make it your default view from the Create View. Follow these steps:

Step 1:
 While creating the Open Deals View, specify the criteria as Stage doesn't contain Closed Won.

Step 2: Click Save.
Now the "Open Deals" view becomes your default view. 
For more information, see 
Managing List View.




    Redefine the way you work
    with Zoho Workplace

      Zoho DataPrep Personalized Demo

      If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

      Zoho CRM Training

        Create, share, and deliver

        beautiful slides from anywhere.

        Get Started Now


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    Secure your business
                    communication with Zoho Mail


                    Mail on the move with
                    Zoho Mail mobile application

                      Stay on top of your schedule
                      at all times


                      Carry your calendar with you
                      Anytime, anywhere




                              Zoho Sign Resources

                                Sign, Paperless!

                                Sign and send business documents on the go!

                                Get Started Now


                                    Zoho SalesIQ Resources



                                        Zoho TeamInbox Resources



                                                Zoho DataPrep Resources



                                                  Zoho DataPrep Demo

                                                  Get a personalized demo or POC

                                                  REGISTER NOW


                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now











                                                                          • Related Articles

                                                                          • FAQs on Assignment Rules

                                                                            1. Which modules can assignment rules be created for? Zoho CRM allows admins and users with the relevant permission to create assignment rules for both standard and custom modules. The modules where records frequently enter the system in bulk such as ...
                                                                          • 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 ...
                                                                          • FAQs on Audit Logs

                                                                            1. What is an audit log and how is it helpful? The audit log, also known as the audit trail, keeps a record of all the actions that are performed by every user in your CRM account, displayed in chronological order. An audit log can help identify ...
                                                                          • 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 ...
                                                                          Wherever you are is as good as
                                                                          your workplace

                                                                            Resources

                                                                            Videos

                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                            eBooks

                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                            Webinars

                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                            CRM Tips

                                                                            Make the most of Zoho CRM with these useful tips.



                                                                              Zoho Show Resources