Dear all,
We are starting using potentials in our company but the whole thing seems not to be doing what it should or I unable to find it. When you open a potential, you need to specify the products/services that you are offering, and how many units of each. the way in which is setup now, you can only create a general potential amount and nothing else.
When we open a new potential, normally could include 7 to 20 products, so having the information as a total, does not help.
We would also need after some custom formulas for each product/services, including costs, margins... the things you'd look while setting up a potential.
Any way this could be done?? I believe this should be a priority if it is not sorted already
Many thanks