Handling Multiple Accounts with one Potential

Handling Multiple Accounts with one Potential

This is all i do, so in essence, if Zoho cant handle it its a deal breaker for me.

Essentially this is my process

Identify Projects to supply our services to (Window installation) via incoming emails, Tender Websites etc.

Do the quote to supply and install for said Project

Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project

I thought i could add several Potentials (create one, clone, change account and contact, repeat for each Account)

This works fine and allows me to add emails etc to each one which in turn is logged under each account etc as it should, but really inflates the potential revenue and other value related reports / figures.

Ive only been using this today so I'm pretty green, but have experience in several other CRM's in my search for an easy way to track and provide quality reports (not to mention actually manage my own Leads, Quotes etc) to my sales manager and Director.

I REALLY like the Outlook plugin, its awesome.

The easiest way i can see this possibly working is if it can filter out duplicate potentials in the reporting area, from a cursory look and test, it seems to not be able to accomplish this with filters / criteria, there is no "Ignore Duplicates" option.

Thanks All

Troy