Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth
The Deals module is the central hub of your business development activities and will comprise qualified leads from new and existing customers.
The records in this module will make up your sales pipeline, and the way that you set up and use this module will have a significant impact on the future growth of your business.
The topics covered in this chapter include the following:
- Mapping your sales process as stages
- Understanding standard fields
- Adding fields to quantify the deal
- Improving data entry using layout rules
- Adding depth by using subforms
- Additional best practices
So, let's begin, first and foremost, with probably the single most important objective in Zoho CRM itself – defining your sales process within the CRM.
