Hi Zoho community,
Would really appreciate any advice here! I am new to Zoho and looking to integrate this solution as our CRM/Project management software. We are not a 'sales' orientated company and work in consulting on large and complicated projects which we normally bid for. This means long due dates with complicated proposals before we get traction for work.
I've renamed 'Deals' Module as projects- which is useful in Kanban view for me to click on a project and identify bottle necks and tasks. the problem is next to each stage in the pipeline I have made there is a percentage that I don't find particularly useful and I don't know how to get rid of it. Can anyone advise how one would do this? For example next to 'Pre-Qualification activities' it says 10% and so on.