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 status, etc. You can simply choose the appropriate filter, enter the criteria and apply. All the records which maces the specified criteria will be listed. You can apply upto five filters at a time. See More.

• Related Articles

• 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 ...

• 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. ...

• 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 ...

• Apply Filter

  To apply filter: 1. Select the column or range of cells to be filtered. 2. Click Data> Filter or use the Filter icon  from Toolbar or right click on the selected range and select Filter from the context menu. 3. Choose the required filtering ...