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

    • 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 ...

    • Standard Modules & Fields

      The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...

    • 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 ...

    • While deleting a pipeline some deals were not transferred to the other pipeline?

      If a pipeline has deals, then you will be prompted to transfer them to another pipeline before deleting it. However, note that only the open deals will be transferred to other pipeline. For example, deals that are in closed stages like closed won, ...

    • Standard Fields in Forecasts

      Following are the list of Zoho defined standard fields available in the Forecasts module: Field Name Description Year Select the fiscal year from the drop-down list. Forecast Period The period for which you can create forecasts can be either ...