Recruit Help

Modifying Special Fields

There are certain fields in Zoho Recruit, which are not common to all modules. They are available and applicable only to particular modules depending on the purpose of their function. These special fields are:

  • Terms & Conditions Fields
  • Tax Rates Fields
  • Stage Probability
  • Contact Roles

 Customize Terms & Conditions

This field provides you an option to define the text for terms and conditions while creating Invoices, Quotes and Orders.

Availability

Profile Permission Required: Users with the Field-level Access permission can access this feature.
 

To customize Terms & Conditions

  1. Log in to Zoho Recruit with Administrator privileges.
  2. Click (the Settings icon) > Setup > Customization > Modules.
  3. Select the required module from the Modules list view.
    The Layout Editor is displayed.
  4. Scroll down to the Terms and Conditions section and click the Settings icon on the Terms and Conditions field.
  5. Click Edit Properties.
  6. In the Multi Line Properties popup, specify the Value.
  7. Click Save.
    Depending on the module for which the Terms & Conditions are created, the text will automatically be displayed in the page.

Note

  • This field is displayed only for new records and does not roll up for the existing records page.

 

 Map Stage-Probability values

Defining the criteria for Sales Stage is important to identify the performance of an organization-wide Sales pipeline. Stage probability can be determined based on two important factors - Forecast Type and Forecast Category. These two values are useful in describing the stage of a potential.

In the Stage-Probability mapping page you can perform the following operations:

  • Create different types of Sales stages according to your organization-wide Sales process.
  • Associate Probability values to the Sales stages.
  • Associate Forecast types (Open, Closed-won, or Closed-lost) to Sales stages.
  • Associate Forecast categories (Pipeline, Closed, Omitted, Best Case, Committed)

Note

  • For a better sales pipeline analysis assign different probabilities to sales stage values.
  • For each stage assign probability in the range of 0 to 100.
  • You may consider using probability value as 100 when the deal is closed-won and 0 for deal closed-lost.

To map stage and probability values

  1. Log in to Zoho Recruit with Administrator privileges.
  2. Click (the Settings icon) > Setup > Customization > Modules
  3. Click the Potentials module from the Modules list view.
  4. Click the Module Settings icon and select Stage-Probability Mapping.
  5. In the Stage-Probability Mapping page, do the following:
    • Add the sales Stage (s) and the corresponding Probability of closing the sales deal by clicking on the Add icon.
    • Delete sales Stage (s) and assign the existing Probability to another Sales Stage value by clicking on the Delete icon.
    • To modify the existing Sales Stages, double click inside the desired Stage Name and enter the new name.
    • Click and drag the rows to rearrange the order of the stages.
  6. Click Save.

Note

  • For a better sales pipeline analysis assign different probabilities to sales stage values.
  • For each stage assign probability in the range of 0 to 100.
  • You may consider using probability value as 100 when the deal is closed-won and 0 when the deal is closed-lost.

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