Zoho CRM Modifying Special Fields

Zoho CRM Modifying Special Fields

Some fields in Zoho CRM are not common to all modules, they are available and applicable only for particular modules depending on the purpose they serve. These fields are termed as special fields. The list of special fields in CRM are:
  1. Terms & Conditions Fields
  2. Tax Rates Fields
  3. Stage Probability
  4. Contact Roles
Availability
Permission Required 
Users with the Field-level Access permission can customize special fields.

Customize Terms & Conditions

This field provides you an option to define the text for terms and conditions while creating Invoices, Quotes, and Orders.

To customize Terms & Conditions

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > Customization > Modules and Fields.
  3. Select the required module from the Modules list view.
    The Layout Editor is displayed.
  4. Scroll down to the Terms and Conditions section and click the Settings icon on the Terms and Conditions field.
  5. Click Edit Properties.
  6. In the Multi Line Properties popup, specify the Value.
  7. Click Save.
    Depending on the module for which the Terms & Conditions are created, the text will automatically be displayed in the page (Invoice / Quote / Order).

Note
  1. The Terms & Conditions field is available only for the Invoice, Quote and Order modules.
  2. This field is displayed only for new records and does not roll up for the existing records page.

Customize Tax Rates

The Tax Rate field lets you ascribe different types of tax rates for the products created in inventory. You can define the tax type and its corresponding value in percentage, for example: Sales Tax = 10.5 %; VAT = 1% etc.
You can edit the tax value of the products, while choosing a products in the inventory line item, creating a quote, an order, or an invoice. 
While customizing the tax rates you can select if the rates can be modified or auto calculated when invoices are created.
 
Modify tax rates: A CRM user can modify the tax rates in the line item only if this option is checked. If your organization strictly disallows modifications to the tax rates you can keep it unchecked. It is advisable to restrict the editing of tax value, just to ensure the privilege is not mishandled we provide this option only for a limited period (6 months).

Auto populate and associate tax rates to the invoices: You can select this option to associate taxes by default to the products in inventory. Also the tax rates will be calculated and auto populated for the products whenever you add a line item. However, you can uncheck this option if you don't want to associate taxes automatically on the products.
Note
You can use the same tax label with different tax values. For example, the VAT value of a product A can be 4%, but 3% for product B. The tax field can be VAT for both the instances with different values.
To add Tax Rates
  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > Customization > Modules and Fields.
  3. Select the Products module from the Modules list view.
  4. Scroll down to the Price Information section.
  5. Click the More icon on the Tax field and select Customize Tax Rates option.

  6. In the pop-up window, click the Add or Delete icons to add new taxes or delete existing taxes, as required.

    Click and drag the rows around to rearrange their order.
  7. In Preferences, select if you want users to modify the tax rates or auto populate the associated tax rates.
  8. Click Save.

To use Tax Rates

  1. Click the  Invoices  tab.  In the  Invoice Home  page, click  + button .
  2. In the New Invoice page, specify the customer and product details.
  3. In the Product Details section, click the Edit icon beside Tax field.
    You will be able to edit the tax rate only if the modify tax rate option is checked.
  4. In the pop-up that appears, add or modify the tax rates.
  5. Click Apply.

Map Stage-Probability values

Stage probability mapping lets you define the various stages through which a deal moves in a sales cycle. The four important factors in stage probability mapping are: Deal stages, Probability, Deal Category, and Forecast Category.
  1. Deal stages: A few system defined deal stages such as qualification, needs analysis, negotiation, closed won, closed lost etc. that are used to define a typical sales process. You can also create custom stages according to your business process.
  2. Probability: Associate probability values to each stage to determine the likelihood of closing a deal successfully. It will also be used to calculate the Expected Revenue of the deal based on the deal amount.
  3. Deal category: Associate a category to every stage to define the overall state of  a deal. There are three categories: open, closed won, closed lost for every stage to define the overall state of a deal.
    1. Open - Represents that the deal is still in the sales cycle.
    2. Closed won - This defines that the deal is won and is out of the sales cycle.
    3. Closed lost - At this state the deal is lost and is thus not present in the sales cycle anymore. 
  4. Forecast category: Forecast category helps in calculating the forecast target of individuals or organization based on the deal stage in the sales cycle. For example, if your sales forecast is about the total revenue generated from the closed deals, then only the closed won deals will be taken into consideration. There are three forecast categories: Pipeline, closed and omitted. 
    1. Pipeline - Indicates the deal is still in pipeline and is yet to be finalized. These deals will be counted when a forecast is drawn for open deals.
    2. Closed - Indicates the deal is won and will be taken into account for forecast on closed deals.
    3. Omitted - Indicates the deal is lost and thus won't be considered for forecast calculation. 
Mapping forecast and deal category
The forecast category is automatically mapped with the deal category to facilitate accurate estimations. 
The deal categories: Open, closed won, closed lost are mapped with the following forecast category: pipeline, closed and omitted respectively.

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

To map stage and probability values

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > Customization > Modules and Fields
  3. Click the More icon next to the Deals module and select Stage-Probablity Mapping.

    You can also select Stage-Probability Mapping by clicking the More icon next to the appropriate layout in the deals module

     or open the layout and click Settings > Stage Probability Mapping.

  4. In the  Stage-Probability Mapping  page, do the following:
  5. Select the layout from the drop-down list.
  1. Specify the stage(s) with the corresponding Probability, Deal Categ and Forecast Category from the drop-down list.
  2. Click the Add () icon to add more stages.
  3. Delete sales stage(s) and assign the existing probability to another stage value by clicking on the Delete () icon.
  4. To modify the existing Sales Stages, double click inside the desired Stage Name and enter the new name.
  5. Click and drag the rows to rearrange the order of the stages.
  6. Click Save.

Customize Contact Roles

While prospecting, there is a need to contact different people (contacts) to finalize the sales deal. Contact Roles help in knowing the role of the contact in the prospective organization so you always 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 whereas explaining product features should be discussed with the Product Manager.

Some of the contact roles such as, Decision Maker, Product Management, Purchasing and other roles are available. However, the contact roles can be customized according to specific business processes.

To customize contact role values

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > Customization > Modules and Fields.
  3. Select the Deals module from the Modules list view.
  4. Click the Module Settings icon and select Contact Roles. 
  5. In the  Edit Contact Roles  page, do the following:
    • Click Add or Delete icons to add a new role or delete an existing role, as required.
    • Modify the existing roles from the Contact Role text box.
    • Click and drag the rows to sort their order as required.
  6. Click Save after updating the contact roles.

To add contact roles to contacts

  1. Click the Deals tab.
  2. In the Deals Home page, select the required deal.
  3. In the Deal Details page under Contact Roles section, a list of contacts associated with the deal are displayed. Click Add Contact Roles link.
  4. In the Contact Roles Mapping page, Select the check box(es) of the contacts that you want to add.
    To associate all the contacts , select the     select all check box.
     
  5. For each contact select the role from the Contact Role drop-down list.
  6. Click Save after associating roles to all the contacts.

Add Reporting Manager for Contacts

Managing any sales deal involves several rounds of discussions and multiple meetings with contacts. However, there can be instances when the primary contact person is either unavailable or unable to attend the meetings. Such unforeseen scenarios may sometimes lead to incessant delays in the sales processes. To avoid such situations, you can mention a reporting manager for the primary contact who can act as an alternate point of contact in the former's absence.

In Zoho CRM's Contacts module, you can assign a reporting manager to a contact using the "Reporting to" field. This field is a lookup field and you can view only the contacts that are associated to an account.

However, there are instances when the contact's will not be displayed in the Reporting to field, below are 2 examples highlighting the same:

  • If the account name is changed then the contact's associated to that account will not be displayed anymore. For example, if account name ABC Corp is changed to Zylker Inc., then the contacts associated to ABC Corp will be removed from the reporting to field. 
  • If the contact is transferred to another account the contact's name will be removed from the reporting to field. For example, if Matha Willis is moved from ABC Corp to Zylker Inc. her name will be removed from the contacts related to ABC Corp account. 


Note
  1. The reporting to field will not be displayed under map fields during import.
  2. In case the account name is edited or changed either manually or through API, the reporting to field will not display the set contact name 

View Contact Hierarchy

You can view the direct reports of a contact and the overall reporting structure right within the related lists of a record in both Accounts and Contacts modules.

In Contacts module - A related list named "Reporting Contacts" is created that displays the direct reports and the reporting hierarchy structure of the contacts.


In Accounts module - You can view the contacts hierarchy from the "Contacts" related list.



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