Managing Potentials: Scenarios!
Hi Folks,
I am currently investigating the best way to have potentials (opportunities) used within ZOHO. Any feedback on the best practice for some of the scenarios to follow would be appreciated!
We have an existing account, to which we have a 3 year contract (part way through) to supply a number of products. On a weekly basis they call us to order products, with a PO and Volumes (which vary based on usage).
How should I manage the potential records in this case ?
As we have no need to quote for each order, can I simply create a number of SO records for each order received ? Or do I need to raise a Potential, create a Quote for it, and then add the SO to the quote ? I obviously would like to avoid too much over processing (consider receiving 30+ similar orders each week, across a number of sites/accounts). If I dont create the potential in each case what data do I lose / not record ?
Can I create a potential that spans the length of a contract, and add multiple Quotes/SO's to it, and compare account performance with the expectations when the deal was done ? (say month on month revenue vs expectations)
Can a potential be left open for multiple orders before having its status set to closed / won. Could I simply use a status of 'Ongoing Business' on a single Potential ?
Thoughts and comments appreciated!
Martin