Following are the list of Zoho defined standard fields available in the Opportunities module:
Field Name | Description | Data type | Maximum Limit |
Deal Owner | Select the name of the user to whom the deal is assigned. | Lookup | |
Deal Name* | Specify name of the deal. This field is mandatory. | Text box | Alphanumeric(120) |
Account Name* | Select name of the account to which deal has to be created. This field is mandatory. | Lookup | - |
Type | Select the type of deal (New Business or Existing Business) from the drop-down list. | Pick list | - |
Lead Source | Select the lead source from the drop-down list | Pick list | - |
Campaign Source | Select the campaign related to the deal. | Lookup | - |
Contact Name | Select the contact related to the Deal. | Lookup | |
Amount | Specify the amount that can be expected after closing the deal. | Currency | |
Closing Date* | Specify or select the expected close date. This field is mandatory. | Date format | - |
Next Step | Specify the next step of the sales process. | Text box | Alphanumeric(100) |
Stage* | Select the sales stage from the drop-down list. This field is mandatory. | Pick list | - |
Probability | Specify the probability of closing a deal. | Number | |
Expected Revenue | Calculated based on the Amount and deal Stage that you specify | Currency | |
Created By | Displays name of the user created the deal first time. | Date/Time | - |
Modified By | Displays name of the user modified the deal | Date/Time | |
Description | Specify any other details about deal. | Text area (long text) | 32000 characters |