I am quite new to this kind of service, sorry if my question is too simple. But I need a little bit information for the beginning.
We have a sales team, making regular visits to potential customers.
What I want to do is;
1- Entering full customer database (with their category & territory info as well)
2- Assigning every customer to 1 Sales Representative
3- Sales Representatives will make visit plans (weekly for every day of the week), and we need to enter this plan to system
4- Sales Representatives will enter their visit realization to this system at the end of each day
5- In these plans some other information (like purpose of visit, and result of visit) shall be entered
6- In these visits if some sales happened we can enter them too
7- Finally we can get reports like "For ANY customer when they receive visits" OR "For every Sales Rep. details of their visit plans & visit realizations"
So my questions are;
A- Can we do these things with these things in this Zoho system, OR which items are possible/not possible to do?
B- Which should be our customer database in this situation? Leads? Potentials? or Other?