Zoho CRM - Special Fields

To customize Terms & Conditions

1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup > [Module] Settings > Fields List.
3. In the [Module] Fields List page, edit the Terms & Conditions field.
4. In the Terms & Conditions page, specify the terms.
5. Click Save.
   Depending on the module for which the Terms & Conditions are created, the text gets automatically displayed in the page (Invoice / Quote / Order).

The Tax Rates field allows defining different types of tax rates for the products you sell to your customers. Once the tax rates are added, you can select the tax type and rate while creating a quote, order, or invoice for the customers. For instance, Sales Tax = 10.5 %; VAT = 1%; etc.

To configure Sales Stage Pick list

1. Log in to Zoho CRM with Administrator privileges.
   
2. Click on Setup > Potential Settings > Fields List.
3. In the Fields List page, edit the Stage field.
4. In the Edit Pick List page, add/modify values in the Values list box.
   Once you have updated the pick list values you can sort the values alphabetically and use the first values as the default pick list value.
5. Click Save.

To map stage and probability values

1. Log in to Zoho CRM with Administrator privileges.
   
2. Click on Setup > Potential Settings > Stage-Probability Mapping.
3. In the Stage-Probability Mapping page, do the following:
   • Add the sales Stage(s) and the corresponding Probability of closing the sales deal
   • Delete sales Stage(s) and assign the existing Probability to another Sales Stage value
   • To modify the existing Sales Stages, use the Replace option.
4. Click Save.

To map sales stage and forecast type

1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup > Potential Settings > Stage-Probability Mapping.
3. In the Stage-Probability Mapping page, do the following:
   • Add the sales Stage(s) and the corresponding Forecast Type
   • Delete sales Stage(s) and assign the existing Forecast Type to another Sales Stage value.
4. Click Save.

To map sales stage and forecast category

1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup > Potential Settings > Stage-Probability Mapping.
3. In the Stage-Probability Mapping page, do the following:
   • Add the Sales Stage(s) and the corresponding Forecast Category
   • Delete Sales Stage(s) and assign the existing Forecast Category to another Sales Stage value.
4. Click Save.

• For a better sales pipeline analysis assign different probabilities to sales stage values.
• For each stage assign probability in the range of 0 to 100.
• You may consider using probability value as '100' when the deal is closed-won and '0' when the deal is closed-lost.
  

While prospecting, there is a need to contact different persons (contacts) to close the sales deal. Contact Roles  helps in knowing the role of the contact in the prospecting organization and thus have the right discussion with the right person. For instance, explaining details about the product price and discounts is always better with the financial manager where as product features should be discussed with the product manager.

By default, some of the contact roles viz., Decision Maker, Product Management, Purchasing and other roles are available. However, the contact roles can be customized according to specific business processes.

To add/modify contact roles

1. Log in to Zoho CRM with Administrator privileges.
2. Click on Setup > Potential Settings > Contact Roles.
   
3. In the Edit Contact Roles page, do the following:
   • Click on Add Role to add a new role. 
   • Click on Delete Role after selecting the role(s) to delete role(s).
   • Modify the existing roles from the Contact Role text box.
4. Click Save after updating the contact roles.

To add contact roles to contacts

1. Click the Potentials tab.
2. In the Potentials: Home page under Potential List section, select the required potential.
3. In the Potential Details page under Contact Roles section, list of contacts associated with potential are displayed. Click the Add Role button.
4. In the Contact Roles Mapping page, for each contact select the role from the Contact Role drop-down list.
5. Click Save after associating roles to all the contacts.