Hello,
We use the Zoho CRM Potential module to track jobs, and it's a very important part of what we do for tracking. For some reason, the Stage called "Generator - Appt Set" shows up twice. A second time, it appears an additional space is added.
Stages Example below when I export to excel:
| Completed and Invoiced |
24 |
| Completed, need to Invoice |
1 |
| Generator - Schedule Inspection |
16 |
| Generator - Appt Set |
5 |
| Generator - Appt Set |
5 |
| Generator - Deliver Generator |
3 |
| Generator - Need Pad and Permit |
14 |
| Generator - Need Proposal |
1 |
| Generator - Not Now |
1 |
| Generator - Quote Sent |
260 |
| Generator-Delayed Install |
8 |
| Need Proposal |
4 |
| Need to Schedule |
5 |
| Proposal/Price Quote sent |
33 |
| Service Scheduled |
7 |
| Work in Progress |
3 |
| Grand Total |
390 |
The ones in bold are not duplicated, but for some reason they don't appear in a single line item with a qty of 10. Can you help us resolve this glitch? Thanks.