FAQs: Deals
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.
How can I customize the Stage and Probability mapping for deals?
To map the sales stage to probability values, forecast types and categories:
- Click Setup > Customization > Modules and Fields.
- Move your mouse over the Deals Module and click Stage-Probability Mapping.
- In the Stage-Probability Mapping page, you will see the existing sales stages.
- Click the Add Stage (+) link to add new stages.
- Click the Delete Stage (-) link to delete existing stages.
- 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. - Click Save.
- 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.
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 also>> Managing List View .
How can I calculate the expected revenue
The Expected Revenue is automatically calculated based on the Stage and Amount details that you specify for the deals. Hence, you cannot enter a value in the Expected Revenue field. However, you can customize the Stage and Probability mapping that is used to calculate the expected revenue.
Can I customize the Stage History details for deals?
No, you cannot customize the Stage History details for Deals. By default, the stage history details will be listed chronologically.
Can I convert a deal to a contact?
No. You cannot convert a potential into a contact. You can convert a lead into a contact which automatically creates an account and potential.
How to add more than one contact on a deal?
To have more than one contact on a deal you have to create a new custom field in deals module. Follow the below steps:
Go to Setup --> Deal settings --> Field list --> New custom field --> Select Look-up --> Select contacts module --> Save the field. You can create up to 10 look-up fields for each module.
How can I retrieve the "Notes" data associated with a Deal using the CRM API?
Currently it is not possible to retrieve the "Notes" data associated with a Potential using the CRM API. However it is in our road map and we will provide it in our future updates.
What does the option "OPEN Deal" in Advanced Filters mean?
When you filter contacts by the Deal stage using Advanced Filters, you may notice that you have options such as "Deal is OPEN", "Deal is LOST", "Deal is WON".
In this article you will understand what these parameters mean.
"OPEN deal" refers to a deal that is still being pursued and not closed yet. In this context, the option"OPEN" here points to the Deal Category in your Stage Probability Mapping settings. For each deal stage, you can assign a Deal Category. For example, while a deal is still in the negotiation and legal documents stages, it is still "Open" to be pursued, whereas once it's won or lost, it's gotten a closure. So the deal category is marked "Closed". You have the liberty to mark whichever stages you require as Closed or Open. This setting is what is reflected back in Advanced filters. Whatever you have marked as "Open" here will be filtered when you give criteria as "Deal is OPEN". And subsequently the same logic applies to LOST deals and WON deals.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
FAQs: SalesInbox
What is SalesInbox? SalesInbox in Zoho CRM is a feature specifically designed to prioritize and organize emails based on the CRM data that is most relevant to salespeople. It automatically sorts incoming emails into relevant CRM categories, such as ...FAQs: Cadences
What are Cadences? Cadences are a new tool in customer relationship management that changes the way businesses talk to their customers. It helps businesses make their marketing and sales plans better by being very precise and personal. This tool lets ...FAQs : Macros
What are macros? Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources