You're reading from Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800564664

Length 352 pages

Edition 1st Edition

Tools

Zoho CRM

Concepts

CRM

Author (1):

Dominic Harrington

View More author details

Table of Contents (22) Chapters

Preface

1. Section 1: Laying the Foundation

2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER

3. Chapter 2: Leads – Getting It Right the First Time

4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth

5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM

6. Section 2: Take Your CRM to the Next Level

7. Chapter 5: Working with Other System and Custom Modules

8. Chapter 6: Game-Changing Workflows and Automations

9. Chapter 7: Essential Systems Administration

10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations

11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM

12. Chapter 9: Zoho Campaigns

13. Chapter 10: Zoho Forms

14. Chapter 11: Zoho Survey

15. Chapter 12: SalesIQ

16. Chapter 13: Zoho Analytics

17. Chapter 14: Zoho Creator

18. Section 4: Measure, Learn, Evolve

19. Chapter 15: Building Actionable Reports and Dashboards (CRM)

20. Chapter 16: Best Practices to Adopt and Evolve Your CRM

21. Other Books You May Enjoy

Understanding standard fields

When accessing the Deals module for the first time, for the same reasons as in the previous chapter, we must review and remove any of the standard (pre-existing) fields that we do not need.

A list of these standard fields can be found here: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/standard-modules-fields#Deals.

The following is a list of the fields you should keep along with the reason(s) why:

Deal Owner: The name of the user to know the deal is assigned. This is also a crucial field when it comes to workflow automation and reporting later.
Deal Name: This is a mandatory field and is used to give the record a name that summarizes the deal. For example, a prospect for booking 25 delegates on a first aid training course would be named First Aid Training – 25 Delegates.
Account Name: This is a lookup of accounts that a deal is associated with. It is crucial that you keep this field...