How to Add a New Field and Map from Contacts to Deals in Zoho CRM

ByPastek Editor Zoho Crm

Introduction:

Zoho CRM offers various customization options to tailor your CRM experience to your specific business needs. One powerful feature is adding custom fields and mapping them between modules. In this blog post, we will guide you through the process of adding a new field in the Contacts module and mapping it to the Deals module in Zoho CRM. This will enable you to sync and access relevant information across modules seamlessly.

Step 1

  • Accessing Zoho CRM’s Customization Options
  • Login to your Zoho CRM account.
  • Navigate to the “Setup” section by clicking on the gear icon in the top-right corner of the screen.

Step 2: Adding a New Field in the Contacts Module

  • On the “Setup” page, locate the “Customization” section and click on “Modules & Fields.”
  • Find and select the “Contacts” module from the list of modules displayed.
  • Click on the “Fields” tab to view the existing fields in the Contacts module.
  • Click on the “New Field” button to create a new custom field.
  • Provide a suitable field label and select the appropriate data type for your new field.
  • Here I am creating a Picklist Field and naming it as a Colour.
  • Then I am filling the picklist fields.
  • Configure any additional properties or settings as required.
  • Save the new field.

Step 3: Creating Fields in Deals

  • Return to the “Modules & Fields” page and select the “Deals” module this time.
  • Access the “Fields” tab to view the existing fields in the Deals module.
  • Click the “New Field” button to create a new custom field.
  • Here also do the same step creating a Picklist Field and naming it as a Colour.
  • Configure any additional properties or settings as required.
  • Save the new field.

Step 4: Writing Function to Integrate Contact Field Colour And Deals Field Colour

  • Return to Setup And go to Developer space > Functions
  • And click new Function fill in the field to create the function
  • Then create a function and give save and execute

Step 5: Connecting the Function with Respective Fields

  • Go to Setup Automation > Workflow Rules.
  • Click Create Rule and fill in the given fields to create.
  • Create rules and add a function here

Conclusion:

By following these steps, you can successfully add a new field in the Contacts module and map it to the Deals module in Zoho CRM. This will allow you to seamlessly synchronize and access important information across both modules, improving your sales and customer management processes. Take advantage of Zoho CRM’s customization capabilities to tailor the system to your unique business requirements.

Remember, the ability to add and map custom fields provides you with the flexibility to adapt Zoho CRM to your organization’s needs and optimize your workflows. Start exploring and leveraging these customization features to enhance your CRM experience.