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Now Lets see Deals

Harvinder Kaur_mzpc
2024-05-02 21:59:45
Deal Tracking It’s possible to monitor deals at various stages, which provides insights into conversion rates and aids in making data-driven decisionsGo to the “Deals” section - Create a new deal by specifying the prospective client’s name, deal amount, and other relevant detailsMandatory fields for deals include: Deal Name, Account Name, Type, Next Steps, Contact Name, Amount, Closing Date,, Stage, Probability %Important NoteOnce the deal progresses and you change its status to “closed,” ensure that you update account details (including the GSTIN number) and other mandatory fields.Avoid duplicating account names.If a new deal is related to an existing account, add it under the same account (no need to create a new account)Enter Mandatory FieldsEnsure to update GSTIN Number, Address Information, Billing Street, Billing City, Billing State, Billing Code, Billing CountryRemember, following these steps diligently ensures accurate data and effective management within Zoho CRM

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