CBOS Fusion Project Conversion to Zoho CRM Deal

Converting a single CBOS Fusion Project into a Zoho CRM Deal

After navigating the sign on and search (either Map, List or Table View) and opening a Project of interest, click on the 'Create Deal' button in the top right-hand corner:

Single Deal creation pop-up

The owner will automatically default to you (the person converting), but you can select another user in your system to assign the new Deal to by using the drop-down:

The Stage will default to the option you entered on install (see article Setting Default Stage for Fusion). This, however, is not fixed and you can change it by using the drop-down options:

Enter a Deal Name if you want to name it in a meaningful way for you/your team. If you do not enter a name, the system will autofill the Deal Name with the Project Name/Title.

Select 'Notify Owner' if you have assigned the Deal to someone else. They will receive an email notification acknowledging that; 'A Project has been converted from CBOS Fusion and assigned to you by user XXX', it will give the Deal Name and a link to access the Deal record.

Click 'Create Deal':

After you have created the Deal, it will be visible against the Project (without leaving the window) by scrolling down to the 'Deals' section:

To locate the Deal in Zoho CRM, go to the Deals module:

Click into the converted Deal to see the Project information that is carried over from CBOS Fusion:

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