Show Total Value of Products linked to a Potential
I'm still a Zoho newbie but I cannot seem to find a way to take the sum of the unit values for products linked to a single Potential and have them show anywhere on the Potential record that they are attached to.
I am able to create the info in a matrix report where it shows me the sum of the unit prices for all the linked products by potential but would really like this value to show up on the actual Potential record also instead of having to manually calculate and key-in an amount for the Potential for pipeline/forecasting purposes.
Many thanks in advance
Bret B