Zoho CRM Tutorial – Video # 27.

Today, we are going to be revealing you a quick summary of Zoho CRM Sales Funnel as well as Deal Modules.

This is the Deals component, it is also called chance or capacity.
This is the most effective place to handle your prospective sales.

You might create your custom pipeline as well as even if needed, you can create numerous pipelines.
In my example, we have two various pipes; one for B2B customers which has a totally various flow for B2C customers, this pipe is shorter and easier.

Each bargain has a wonderful visual phase pipeline, which is totally personalized. You can alter the phase names as well as likelihoods.
We have the closing day and we have the amount. Each stage has its own probability, and also based on that probability we can calculate the expected profits.

The Deals Module is utilized in the forecasting module, so you can track how well your sales team are accomplishing their objectives.
You could also create custom-made Zoho CRM dashboards using this info to produce forecasts for your anticipated earnings.

That was a summary of the Zoho CRM, sales channel and also deal modules. In our next Zoho CRM training, we’ll be teaching you exactly how to transform your leads into bargains.


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