Force Addition of Products Upon Creation of Potential / Make Addition of Products Auto Update Potential Amount
Hi, We are looking at potentially moving to Zoho from Salesforce.com. I realize that SF is a different product and functions differently than Zoho, but I'm trying to find out how close I can get the workflow to align with how we currently work in SF.
In our current SF account, when a Opportunity (Potential) is created, it forces the salesperson to add products to it, with the Quantity. Once the products are added and saved, the total value of the products automatically updates the amount field on the Opportunity (Potential).
Is this a possibility in Zoho?
Thanks,
Bobby