Zoho CRM - Search deals action (batch)

The Search deals batch action returns records that match the given search criteria.

• Search input must be at least 2 characters. Partial matching is used for all fields.
• Search supports up to 5 fields maximum.
• At least one search field is required.

Input

Input field	Description
Deal name	Enter the name of the deal to search.
Closing date	Enter the expected close date to search.
Account name	Enter the account name to search.
Stage	Enter the sales stage to search.
Type	Enter the type of deal to search.
Quantity	Enter the quantity to search.
Probability	Enter the probability to search.
Lead source	Enter the lead source to search.
Campaign source	Enter the campaign source to search.
Contact name	Enter the contact name to search.
Description	Enter description text to search.
Next step	Enter the next step of the sales process.

Output

Output field	Description
Potentials	The list of deals matching the search criteria.
Deal ID (Potentials)	The unique identifier of the deal.
SM owner ID (Potentials)	The ID of the user who owns the deal.
Deal owner (Potentials)	The user to whom the deal is assigned.
Account ID (Potentials)	The unique identifier of the related account.
Amount (Potentials)	The amount expected after closing the deal.
Contact ID (Potentials)	The unique identifier of the related contact.
Campaign ID (Potentials)	The unique identifier of the related campaign.
Overall sales duration (Potentials)	The total duration of the sales cycle.
SM creator ID (Potentials)	The ID of the user who created the deal.
Expected revenue (Potentials)	The calculated expected revenue.
Last activity time (Potentials)	The timestamp of the last activity on the deal.
Sales cycle duration (Potentials)	The duration of the sales cycle.
Created by (Potentials)	The user who created the deal.
Modified by ID (Potentials)	The ID of the user who last modified the deal.
Modified by (Potentials)	The user who last modified the deal.
Lead conversion time (Potentials)	The time taken to convert the lead.
Created time (Potentials)	The timestamp when the deal was created.
Modified time (Potentials)	The timestamp when the deal was modified.
Deal name (Potentials)	The name of the deal.
Closing date (Potentials)	The expected close date.
Account name (Potentials)	The name of the related account.
Stage (Potentials)	The sales stage of the deal.
Type (Potentials)	The type of deal.
Quantity (Potentials)	The quantity associated with the deal.
Probability (Potentials)	The probability of closing the deal.
Lead source (Potentials)	The lead source for the deal.
Campaign source (Potentials)	The campaign source for the deal.
Contact name (Potentials)	The name of the related contact.
Description (Potentials)	Additional details about the deal.
Next step (Potentials)	The next step of the sales process.
Currency symbol (Potentials)	The currency symbol for monetary values.
Process flow (Potentials)	The process flow associated with the deal.
Approved (Potentials)	Indicates if the deal has been approved.
Editable (Potentials)	Indicates if the deal record is editable.
Approval (Potentials)	The approval details for the deal.
Delegate (Approval)	Indicates if approval can be delegated.
Approve (Approval)	Indicates if the deal can be approved.
Reject (Approval)	Indicates if the deal can be rejected.
Resubmit (Approval)	Indicates if the deal can be resubmitted.
Prediction score (Potentials)	The predicted likelihood of closing the deal.
Followed (Potentials)	Indicates if the deal is being followed.
Followers (Potentials)	The list of users following the deal.