Good day, I am in the processing of trailling ZOHO (CRM, Books, and Desk). Basically, i have around 7 core clients that own multiple retail stores. We provide service to +700 stores. We need to now add each store in the CRM as each will be managed individually (we install screens in each branch separately including the billing).
I need to be able to add ONE MAIN Client account- but create 100 sub contacts/stores for the same MAIN client. Each store will need its own contact details, address, and invoice. I also want to be able to create support tickets for each store but sorted nicely so i can see exactly how many stores there are for each client
Please advise what the best process is, i.e. where do i start?
- Do i create a lead first? Do i create the contact in CRM
Looking for as much info as possible to streamline our process.
I look forward to hearing from someone
Thanks