Bulk Action in Deals Module
There might be situations in your organization where you have to perform the same action for a set of records. Bulk actions in Bigin allows you to perform the action for the selected records from list view. For example, you might want to send the same welcome email to a set of fifteen Deals. In that case, you can simply select the records and send email, which will be sent to all the Deals individually. See More.
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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 ...
View Deals
The Deals module will have lot of records and viewing them all at once is ineffective. Bigin allows you to group records of the same kind in a particular view. There are various standard views available such as My Deals, Closing this Week, Closing ...
Manage Deals
Deals are important as they generate revenue for the organization. Ideally, Deals undergo the complete sales cycle, right from identifying the right prospect to the deal being won or lost. For example, you own a web hosting company called Zylker. ...
Filter Deals
When there are lot of records in the Deals module, using filters will help find the required set of records easily. There are various set of advanced filters available such as: Time based filters, based on activities carried out, deal stage, email ...
Bulk actions in List View
You can carry out certain actions from the list view of a module. These actions include: Send Email - Opens the email composer where you can compose your email and send it to the respective record. Call - Call the respective record. Create ...