Deal Creation (DC)

Deal Creation (DC)

Last Updated: 04/29/2025

What is updated?: Heads-Up: Check Depreciation Deadlines When Creating Deals


Overview: This guide provides a step-by-step process for creating deals in Zoho CRM for all service types and clients (Raving Fans).

What You Need: 

  • SOL

  • Measurement report

  • Photos

  • Work Order (For Greater Good Restoration, Phoenix and Proliance)

Contents: 

  1. Owning Deal Creation Task in Desk

  2. Deal Creation for Supplement

  3. Existing Deal Found

  4. Deal Creation for other Services

  5. Deal Creation for an ACV-only claim

  6. Calculating TOTAL RCV

  7. Post-Deal Creation Responsibilities of an Account Manager

  8. Uncommon Scenarios

  9. Final Checklist of Steps


Please check the document here: KB - DEAL CREATION (DC)


If you have any comments, feedback or questions, please let us know—we greatly appreciate your input: GOOGLE FORM


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