Quick Reference Card

Keep this page open during your first week. When in doubt, check here first.

What to Do When…

What Just Happened?	What You Do	Where in Zoho
A hospital or clinic contacts TyMed — or you hear of a new prospect	Create a Lead right now. Not later. The details are freshest right now.	Leads → + New Lead
You’ve spoken to someone and they’re genuinely interested	Convert the Lead. Zoho turns it into three things: a Contact, an Account, and a Deal.	Lead record → Convert button
You sent a proposal or quote to a customer	Move the Deal to Proposal Sent. Then immediately create a task: Follow up in 3 days.	Deal → Edit Stage → Proposal Sent → Add Task
Customer says yes — they want to proceed	Mark the Deal as Won. Finance gets notified automatically to raise the invoice.	Deal record → Mark as Won
Customer says no, or has gone completely quiet	Mark the Deal as Lost. Add a note explaining why. This information is valuable.	Deal record → Mark as Lost + Add Note
You just got off a call, finished a meeting, or sent an important email	Log it immediately. Write what was said. Write what happens next.	Contact or Deal → Log Activity
You made a promise to call back or send something	Create a Task before you close the record. Give it a realistic due date.	Deal or Contact → Add Task
You don’t know where to start this morning	Go to Activities → My Tasks. Work through the list from top to bottom.	Activities module → My Tasks
Management asks how the pipeline is looking	Open Dashboards → Sales Overview. The numbers are already there.	Dashboards tab

TyMed Deal Stages — What Each One Means

Stage	The Honest Definition	What You Do Next
Prospecting	You know they exist. You haven’t spoken to them yet. This is at the very beginning — a name on a list.	Make contact. Call them, email them, reach out on LinkedIn. Your goal is to have a real conversation.
Qualified	You’ve spoken to a real person there. They have a genuine need. They have budget. They can make or influence a purchasing decision. This is a real opportunity.	Send product information or propose a meeting to discuss their specific requirements.
Proposal Sent	You’ve sent them a formal quote or proposal with prices. The ball is in their court.	Wait 3 days. If no response, follow up. Be persistent but not annoying — one follow-up every 3–4 days.
Negotiation	They want to proceed, but they’re pushing back on price, delivery terms, or payment schedule.	Keep every negotiation point documented in your notes. Loop in management if you need authority to offer a discount.
Won	They said yes. An order is confirmed or imminent.	Mark it Won immediately. Finance needs to know so they can raise the invoice.
Lost	It’s not happening. They chose someone else, their budget was cut, or they’ve gone completely cold.	Mark it Lost. Write a reason in the notes. Don’t leave deals in an active stage when they’ve actually ended — it distorts the pipeline.

When You Need Help

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