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 deal. This field is mandatory. | Text box | Alphanumeric(120) |
| Account Name* | Select name of the account to which deal has to be created. This field is mandatory. | Lookup | - |
| Type | Select the type of deal (New Business or Existing Business) from the drop-down list. | Pick list | - |
| Lead Source | Select the lead source from the drop-down list | Pick list | - |
| Campaign Source | Select the campaign related to the deal. | Lookup | - |
| Contact Name | Select the contact related to the Deal. | Lookup | - |
| Amount | Specify the amount that can be expected after closing the deal. | Currency | - |
| Closing Date* | Specify or select the expected close date. This field is mandatory. | Date format | - |
| Next Step | Specify the next step of the sales process. | Text box | Alphanumeric(100) |
| Stage* | Select the sales stage from the drop-down list. This field is mandatory. | Pick list | - |
| Probability | Specify the probability of closing a deal. | Number | - |
| Expected Revenue | Calculated based on the Amount and deal Stage that you specify | Currency | - |
| Created By | Displays name of the user created the deal first time. | Date/Time | - |
| Modified By | Displays name of the user modified the deal | Date/Time | - |
| Description | Specify any other details about deal. | Text area (long text) | 32000 characters |
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 Writer?
Create. Review. Publish.
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?
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
Standard Modules & Fields
The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...Working with Custom Fields
In Zoho CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but note ...Types of Custom Fields
In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields : You can edit, delete and hide some of Zoho ...Troubleshooting Sales Pipelines
1. I created a pipeline and now I cannot update the Stage field in a record. Creating a pipeline does not affect updating stages in the layout. If a map dependency, blueprint, layout rule, or validation rule has been created based on the Stage field, ...Color Coding of Picklist Values
Picklists are convenient and functional, as they convey the current state of the record.For example, the lead status or the current stage of the deal, etc., can be easily distinguished and monitored. Furthermore, to provide aesthetic distinction and ...
New to Zoho LandingPage?
Zoho LandingPage Resources