Standard Fields in Deals | Online Help - Zoho CRM

Standard Fields in Deals

Following are the list of Zoho defined standard fields available in the Opportunities module:

Field Name
Data type
Maximum Limit
Deal Owner
Select the name of the user to whom the deal is assigned.
Deal Name*
Specify name of the deal. This field is mandatory.
Text box
Account Name*
Select name of the account to which deal has to be created. This field is mandatory.
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.
Contact Name
Select the contact related to the Deal.
Specify the amount that can be expected after closing the deal.
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
Select the sales stage from the drop-down list. This field is mandatory.
Pick list
Specify the probability of closing a deal.
Expected Revenue
Calculated based on the Amount and deal Stage that you specify
Created By
Displays name of the user created the deal first time.
Modified By
Displays name of the user modified the deal
Specify any other details about deal.
Text area (long text)
32000 characters

    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 CRM Training
      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

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      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 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

                                                                                          • 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 ...
                                                                                          • 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 ...
                                                                                          • Standard Fields in Campaigns

                                                                                            Following are the list of Zoho defined standard fields available in the Campaigns module: Field Name Description Data type Maximum Limit Campaign Owner Select the name of the user to whom the campaign is assigned. Pick list - Campaign Name* Specify ...
                                                                                          • Standard Fields in Vendors

                                                                                            Following are the list of Zoho defined standard fields available in the Vendors module: Field Name Description Data type Maximum Limit Vendor Owner Select the name of the user to whom the Vendor details is assigned. Lookup   Vendor Name* Specify the ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



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


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


                                                                                            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