I am new to ZOHO and looking to purchase it. I have a sales team and I want to do a number of things. I currently using the demo.
1. I want to calculate the total value of each sale which requires a formula. A sale could have a value of a $100 for three years. So I want to say $100 X 36 = $3,600. Not sure where to put that calculation in. Automation/ Workforce not allowing for formulas.
I want to use the total value to work out commissions for each person.
2. Also I want to use that total value to work out invoicing to our supplier.
Also I want to change the formula that ties expected value to the probability. Even if the deal is in an early stage the expected value is the same and I want that to be reflected.
3. I want to upload a file a work in progress report I get from the supplier. I reformat it so the reps can see it and add their updates. After which I want to then download the updated for exporting back to the supplier.
Can all the above be done?
Regards,