Hello,
I recently got Zoho CRM and I would like to know how to calculate monthly profits on it. I have a Lead Section with leads in it, and a special field that says "INSTALLATION STATUS: PENDING", I want to predefine a lead value to that lead and as soon as the status changed to "INSTALLATION STATUS: COMPLETE". I want that predefined dollar value to be counted towards monthly profit.
I can't seem to find where to assign dollar values to a certain lead.
I also want to have a different predefined dollar value for each type of lead based on what type of installation it is.
Can anyone please assist me with this?
There is no quote in my business we already have fixed prices so we dont need the whole quote stage calculation.