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 next Week, New Last Week, New This Week, Recently Created Deals, Recently Modified Deals, etc. You can also create custom list views if required. See More

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• 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 ...

• How to create my Open Deals View?

  The default list view (All Deals) displays all the deals under various stages. You can also create Open Deals view and make it your default view from the Create View. Follow these steps: Step 1: While creating the Open Deals View, specify the ...

• 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 ...

• 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: ...