Organizing Zoho for our touroperator company
Hello everyone!
I am looking into using Zoho One for our touroperator company based in the Netherlands. For the last week I have been trying to set it up but it doesn't work the way I want it to be so hopefully you can help me further.
What I would like to do is keeping track of new leads, organising all the customer details and preferences in one place, setting up workflows for our tours and adding customers to them.
My main problem:
we are a B2C company so after reading some threads overhere I decided to remove the Accounts part. So a new lead gets transferred to the Contacts database. Which is perfect. For the workflow of the tours I thought using the Projects app is the way to go. So I set up a demo tour and want to add a contact to a project / tour. I then get a notification that no account is linked to the contact. When I do however link them and check the project only the first part of the emailadres is used as the customers name. Removing the link afterwards is not possible since there is no account linked to the contact.
It feels like using Zoho for a B2C company is not a perfect solution. But mainly I feel I am not on the right track of using the Projects app. How can you set up those tours, workflows and connect clients to in a good way?
Hoping someone can help me! Thank you for your help!
Damien
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