Every Deal record has: Deal Name, Account Name, Amount (expected deal value), Deal Stage, Probability (likelihood of closing), Expected Close Date, and Deal Owner. These fields drive the Pipeline view and the Forecast report.
Deals are typically created when a Lead is converted, though they can also be created directly on an existing Account. A Deal progresses through Deal Stages until it is either Won or Lost. Won and Lost reasons are tracked for analysis of what drives or kills sales.
A Deal (also called an Opportunity) in Zoho CRM is a record representing a potential sales transaction. It tracks the deal value, stage, probability, expected close date, and associated contacts, forming the foundation of the sales pipeline and revenue forecasting.
A Lead is an unqualified prospect who has not yet been vetted for fit or intent. A Deal is created after qualification, when you have identified a specific sales opportunity with a known value and timeline. Deals are linked to Accounts and Contacts, whereas Leads stand alone.
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