What are the correct association set-ups between products campaigns and invoices?
Is there a guide that shows which associations affect which features in what way?
My confusion comes from the following:
- In ZohoCRM we have the ability to take a product and associate it to a contact.
- We can also take a product and associate it to a deal.
- We can take a campaign and associate it to a deal… and we can also take a campaign and associate it to a contact.
- Furthermore we can take a product and associate it to a campaign…
- and countless other possibilities
I couldn't find any tutorials to help with setting up this aspect of ZohoCRM.
I'm struggling because I don't know how each of these affect the function of other features and don't know how to choose to set things up to make things work properly.
For example, reports/campaign stats work based on associations, but how exactly?
I can’t find documentation about what they are based on so I can decide where to do what associations…
For example when I create a campaign record… it is supposed to tell me how much money was earned from that campaign.
- But how does it figure this out? Which associations do I need to make?
- Associate just the deals that came about from that campaign? Then the earnings report is based on the closed amounts of those deals associated with the campaign?
- What about invoices? What if I associate an invoice with a deal. Is the campaign revenue based on the closing amount or the invoice?
- Furthermore what if I associate the invoice with the contact? Will it double count the earnings produced by the campaign?
- On the same note, where should I associate the invoice? To the contact or the deal? And why?
- What about products? Should we associate them with the contact, the deal, or the campaign, or all of them?
Is there a table/guide/document somewhere that tells us what info is pulled from what association so we know how to set up our associations?
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