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.

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