Summary

In this chapter, you have learned how to set up and optimize your Deals module effectively to create the perfect pipeline for your business.

You have gained confidence from the example of the business with over 1,200 employees across 12 divisions. If they can successfully adopt a sales process with just 6 stages that will work for all their sales teams, then it is achievable for all Zoho users to have a streamlined common process.

You should now have an understanding of the important standard fields and should have learned how to use layout rules to ensure that we capture the correct information at the right time. You should understand that doing so will help improve the discipline of the sales team and enforce consistency. You will be also aware of best practices to keep this module lean, streamlined, and intuitive.

Finally, you should have an understanding of the most common pitfalls that you should avoid when setting up this module.

In the next chapter, you...