Finding "like" projects
Hi Everyone!
My team is running into several duplicating deals. I've been trying to get them all to name things the same way ex. State is 2 letters not spelled out. Things like that.
What I am wondering if there is anything I can do as the superadmin to possibly search for "like" projects. Especially when there is a spelling error, we don't want duplicated efforts.
Because of our business structure, some of our work is design+build so there is no RFP #. Other times there are so many numbers on the bid document that who knows what people enter.
My team is running into several duplicating deals. I've been trying to get them all to name things the same way ex. State is 2 letters not spelled out. Things like that.
What I am wondering if there is anything I can do as the superadmin to possibly search for "like" projects. Especially when there is a spelling error, we don't want duplicated efforts.
Because of our business structure, some of our work is design+build so there is no RFP #. Other times there are so many numbers on the bid document that who knows what people enter.
Long story short, Any ideas that I could try to reduce this, that would be a game changer.
Wow knows, maybe there is a custom function I can get help creating that would do different kind of search.
Thanks all, for reading my novel.
Wow knows, maybe there is a custom function I can get help creating that would do different kind of search.
Thanks all, for reading my novel.
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Function #46: Auto-Calculate Sales Margin on a Quote
Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it'sZoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please followFunction #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
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