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The power of the Deal (otherwise known as Potential or Opportunity) module is in the Stage field. This field is presented as a line across the top of a Deal profile and you can change the stage of the deal by easily clicking the round button on the stage your Deal is in. Here is a screenshot of the ...

I've had more than one person ask me what a Deal is in Zoho CRM so I thought I would take the time to explain how the Deal module in CRM is intended to be used.

The Deal is also called Opportunity or Potential depending on your organization. I usually place the Deal module or tab in b...


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