Standard Fields in Deals

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

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