Zoho CRM Deals Overview

Reach out to us at [e-mail] or check out our website marksgroup.net for details about how your business can run Quicker. Better. Wiser.
Zoho CRM deals are one of the key building blocks of the CRM.
In this video, you will learn:
- where deals fit within CRM
- how to find the Deals module
- how to create a deal
- how to set the most important fields in a deal
- how to work a deal
The Marks Group is now offering Zoho CRM Admin training daily. We are rotating Beginner, Intermediate and Advanced sessions. If you register you will also get 30 days of email support from your trainer. Check out our training on our events page: www.marksgroup.net/events/.
Check out all our CRM resources: www.marksgroup.net/crm-resour...
#zohocrmadmintraining
#zohocrmtraining

[@TheMarksGroup]

For more Zoho support, contact us at [e-mail] or visit marksgroup.net.

[@s1228t]

What does the “next step” mean? What do we put in there ?

[@TheMarksGroup]

That is an out of the box field from Zoho and you can define how/if you want to use it. I have not seen many clients use it but I would guess it is helpful if you want to keep track of what your next step is to move the deal forward. If you do not want to use it, you can remove it from the layout.