Can I customize the Stage History details for Deals?

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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 ...

• 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. ...

• 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 ...

• Move deals through stages

  There are two ways in which you can move a deal to the next stage in your pipeline. You can simply click and drag the deal to the pipeline stage of your choice. When you start moving a deal, a toolbar appears at the bottom with the options such as: ...

• 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 ...