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Find won deals with no sales order in Zoho CRM

The Zoho CRM AI Assistant lists deals marked Closed Won in a period you choose that have no related sales order. Once you approve, it creates a task for each owner to raise the order.

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Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.

the problem

Closed Won, but the order never followed

The client signed, the deal moved to Closed Won and the rep went on to the next one. Nobody created the sales order, so delivery and billing do not know the deal exists. The gap only shows up when the client asks where their order is.

the solution

Compare won deals with sales orders. Approve the tasks.

Name the period, and the stage if yours is not called Closed Won:

Find deals marked Closed Won this month that have no related sales order. After I confirm, create a task for each owner to raise the sales order.

It reads deals in the Closed Won stage with a Closing Date in that period, checks the Sales Orders module for an order linked to each deal, and lists the deals with none, with the owner, account and amount. Deals that already have an open task are marked.

Nothing is written until you approve. When you do, it creates one task per deal, assigned to the deal owner and linked to the deal. It does not create the sales order itself.

  • Reads deals, sales orders and the open tasks on each deal.
  • Writes tasks only, and only after you approve.
  • A sales order not linked to its deal through Deal Name is not found, so the deal shows as missing one.
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pricing

Start with 14 days of Plus. Stay on Free after that.

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Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month
Try Plus

14-day free trial, then billed monthly

  • 5x the Free usage
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month
Get Pro

Billed at signup, then monthly

  • 25x the Free usage
  • 5x the usage of Plus
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Max

For the heaviest CRM workloads.

125x the Free usage

$500/ month
Get Max

Billed at signup, then monthly

  • 125x the Free usage
  • 5x the usage of Pro
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Free

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

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use cases

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faq

Frequently Asked Questions

Will it create the sales orders?

No. This request creates a task for each deal owner. Sales orders are left for the owner to create, so prices, quantities and terms are set by someone who knows the deal.

Will it change my deals?

No. It creates tasks, and only after you approve the list. Deal stages, amounts and owners are not edited.

How does it know a deal has a sales order?

It looks for a sales order whose Deal Name points to the deal. Orders linked only to the account are not counted; ask it to check by account as well if your team works that way.

Can it be wrong?

Yes, when the order exists but is not linked to the deal, or is kept in another system. Its check for existing tasks looks at what exists when you ask; it is not a lock. Review the list before you approve.

Will it work on my Zoho CRM edition?

It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. The Sales Orders module is available only in some Zoho CRM editions. This use case has not been checked edition by edition yet, so write to us if you want to check yours first.

Want to ask something?

Write to the team at hello@zsetup.com.