Dear all ,
There is Score section in Zoho CRM : for Deal / Lead/ Contact / Account
In general , we need to classify or even rating customers based on various factors.
And the most importantly is the Purchase amount from customers.
Currently , Account/ Contacts Score section has option for salesorder / invoices ,....
Hope Zoho will take alook at this ?
Or in the time being , could we set sum the invoices amount as a field for Account / Contact and do some rating from there ?
Even more complicated if you have integrated CRM and Books, invoices & salesorder will be controlled by Zoho books , and hence , many custom function , workflow ,... in CRM will not be applicable