Working with Deals

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 with prospects being won or lost. The activities within this sales cycle that has to be completed are; sending product information to deals, product demonstrations, sending sales quotations and business negotiations. Precisely, a deal provides the following information for the sales management:

  • Sales cycle
  • The deal sales volume (Product units and price)
  • The sales status and the estimated sales probability in each sales stage
  • Reasons for the sales status (Won/Lost)
  • Competitors of the deal
  • Forecast for the next quarter/year sales
Note
  1. We had named our Potentials module as Deals earlier. Users who signed up for Zoho CRM before June 2016 would have it as Potentials. Now, we have it as Deals. So if it is Potentials module you can rename it as Deals or continue to call it Potentials in your Zoho CRM account.

Availability
Permission Required
Access to the Deals tab that includes View, Create, Edit, Share and Delete permissions.

Deals Home Page

Click the Deals tab to view the Deals Home page and perform the following operations:

  • The records are displayed in List Views. Define your own Custom Views as per your requirements. Some system defined list views are already available, such as My Deals, New This Week, Closing This Month, Unread Deals, etc.
  • Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
  • Use the More icon to perform some common operations to manage deals. For example: mass transfer, mass delete, export deals etc.
  • Search records by alphabet, by information, or by criteria.
  • Filter deals based on sales priorities using the advanced filters.
  • Print the deals along with the necessary details.

    • Related Articles

    • 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 ...

    • Working with Tasks and Events

      Activities play an important role in daily business operations. Activities can be either time bound calendar events, such as meetings, seminars, appointments, etc., or status bound tasks, such as sending status report to manager, sending email to ...