Deals & Pipelines
The Deals page displays all sales opportunities in your Zoho CRM, organized by pipeline and sales stage.
Displayed Data
| Column | Description |
|---|---|
| Name | Sales opportunity title |
| Amount | Estimated deal value |
| Stage | Current phase in the sales pipeline |
| Probability | Estimated conversion rate (%) |
| Expected Close | Estimated closing date |
| Account | Associated company |
| Owner | Responsible CRM user |
Pipelines
Each pipeline corresponds to a distinct sales process. Stages and associated probabilities are configured in Zoho CRM → Settings → Pipelines.
Key Indicators
The AI assistant can analyze deal distribution by stage, calculate forecast revenue, and identify at-risk deals using the get_deals_pipelines tool.
Filters
- Filter by pipeline
- Filter by stage
- Filter by owner
- Filter by closing date range