Hi everyone
I'm fresh to Zoho CRM and trying to figure out if I can use it for my kitchen retailer company.
The way my business works is:
1. Get a lead
2. Home measurement and consultation
3. Design
4. Contract
5. Order and manufacture
6. Install
7. Inspection and hand over.
I have some questions:
1. Should I put all of above steps on "each Stage"?
2. On each step, there are some tasks need to be done to move Deal from stage to stage.
For example: In step 4, there are 2 tasks (Contract signed and Received Deposit) need to be done, so the deal will be moved from step 4 to step 5 and trigger other tasks (order appliances, bench top, cabinets ...)
How can I do that?
Thanks in advance and any other suggestions for setting up this type of business would be appreciated. Or any service here can help me?