In any sales organization, opportunities (i.e. deals in Zoho CRM) 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:
From June 2016 onwards the Potentials module which provides information related to opportunities will be renamed as Deals. Users signing up for Zoho CRM after June 2016, will see the Deals module in their CRM account and not Potentials. Users who have already signed up for Zoho CRM before June 2016 can either rename their Potential module as Deals or continue to call it Potentials in their Zoho CRM account. Contact firstname.lastname@example.org for any questions related to the Deals module.
Profile Permission Required: Access to the Deals Tab that includes View, Create, Edit, Share and Delete permissions.
Click the Deals tab to view the Deals Home page and perform the following operations: