Big Deal Alert

Set up Big Deal Alert

You can use the Big-deal Alert to notify your management or colleagues about a chance of being awarded a big deal that you would like to share with them. Sometimes, executive board members may be interested in knowing all of the Big-deal information well in advance. You can send the Big-deal alert as an e-mail notification to all the Zoho CRM users or to the selected users and colleagues not registered as Zoho CRM users. By default, there is a Big Deal Alert in Zoho CRM that you can modify and use.

To configure big deal alert

1. Click Settings > Setup > Automation > Workflow Rules.
2. In the Workflow Rules page, select Deals from the List of Rules drop-down list.
3. Click Big Deal Rule from the list of rules.
4. In the Rule Details page, the default criteria is " Amount >= 1000 and the probability = 100 ".
5. Click Edit to modify the Rule Details.
6. Under Actions > Instant Actions the Related Alerts, Tasks and Field Updates are listed. You can change them as per your requirements.
7. Click Save.

Configure Sales Stage Picklist

To add or modify pick list value

1. Click Setup > Customization > Fields > Deals.
2. From the list of deal fields, click the Edit link corresponding to the Stage field.
3. Modify the existing details, and then click Save.

Konsultasikan bisnis anda dengan Solusindo Total Teknikatama dan atau anda dapat menghubungi kami di marketing@stt.co.id. Zoho CRM Indonesia