Potential amount to be automatically set by Zoho

Potential amount to be automatically set by Zoho

In CRM, the Potential has an Amount of revenue, which in Zoho you must enter and update manually as your potential is refined. But in our case, we don't want to manage it manually. We would like it to be updated directly by the system, based on the Products (and units) associated with the Potential. Or to come from a selected Quote for the Potential. However, we have not found a way to do this. Salesforce and other CRMs can be configured in this way.

We have seen others request this same functionality in these formus, but no real response.

Zoho: are you considering such a feature? Perhaps the best way is to allow the user to select a "Most Recent Quote" for Potentials. When that Quote is updated, it could update the associated Potential Amount.

Zoho customers: has anyone resolved this with a web service or Deluge script?   We looked into Workflow, but Field Updates does not allow us to update an Opportunity Amount. We looked into Webhooks, but Webhooks do not pass on an Opportunity Name.

best regards -Ricardo

ps.    (We are using Zoho Professional Edition)