Zoho Deals gives you a clear view of the business opportunities you’re pursuing, allowing you to track their progress from start to finish. Manage all your contact-related deals directly from WhatsApp.
Open the WhatsApp Chat
Access the WhatsApp conversation with the Zoho Contact for whom you want to create a deal.
Click on the Zoho Icon
In the right sidebar of the EazyBe extension, locate and click on the Zoho icon to access your CRM features.
Access the Deals Section
Navigate to the Deals Section header under the Contact information area.
Create a New Deal
Click the New Deal button to initiate deal creation.
Fill in Deal Details and Save
Enter the required deal information. You can customize additional properties by clicking the Edit button, then save your deal. Managing Your Deals Once created, you can perform the following actions on your deals:
View Access and review all saved deals for the contact
Edit Modify existing deals to update information or deal stage
Delete Remove deals that are closed or no longer relevant
To edit or delete a deal, click the three dots (⋮) adjacent to each deal entry to access the management options.
Tracking deals for your contacts helps you maintain visibility into your sales pipeline and ensures no business opportunity is overlooked.
Need Help? If you have any questions or need further assistance, feel free to reach out to our support team at [email protected] 
