Need suggestions on setting it up
I started setting Zoho up a while ago but wasn't really sure what it could do or what we needed it to do and no I am realizing this isn't working so well so need help!
The information I would like to store is as follows
Customers (their contact info, sales info and who their distributor is)
We would also like to add a field to the customers so that we can add a field for how they found out about us
Distributors are also customers so I'd like this info to be tied together if possible, rather than having a customer record Fred White and a distributor record Fred White.
I'd like to be able to run a report so I can see how much sales a distributor has. I'd also like to run one so I can see what even thad the most sales.