Whilst I appreciate ZOHO CRM is meant to be used for leads etc, it would be good if ZOHO invoice could be used to document simple opportunities that can easily be changed to active project with partial invoice or full invoice when they have started. At the moment I do this by keeping the invoice as draft, then adjust details as I need to eg date when I wish to finalise etc.
Further for your dashboard, if you could have draft entries also appear.
thanks in advance (New zoho user)
iain