CRM Help

Standard Fields in Opportunities

Following are the list of Zoho defined standard fields available in the Opportunities module:

Field NameDescriptionData typeMaximum Limit
Deal OwnerSelect the name of the user to whom the deal is assigned.Lookup 
Deal Name*Specify name of the deal. This field is mandatory.Text boxAlphanumeric(120)
Account Name*Select name of the account to which deal has to be created. This field is mandatory.Lookup-
TypeSelect the type of deal (New Business or Existing Business) from the drop-down list.Pick list-
Lead SourceSelect the lead source from the drop-down listPick list-
Campaign SourceSelect the campaign related to the deal.Lookup-
Contact NameSelect the contact related to the Deal.Lookup 
AmountSpecify 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 StepSpecify the next step of the sales process.Text boxAlphanumeric(100)
Stage*Select the sales stage from the drop-down list. This field is mandatory.Pick list-
ProbabilitySpecify the probability of closing a deal.Number 
Expected RevenueCalculated based on the Amount and deal Stage that you specifyCurrency 
Created ByDisplays name of the user created the deal first time.Date/Time-
Modified ByDisplays name of the user modified the dealDate/Time 
DescriptionSpecify any other details about deal.Text area (long text)32000 characters

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: