Trying to understand business process. Should I model my custom object after a case / deal / or custom?
My sales pipeline is brokering deals between Accounts shipping items (Shippers) and Accounts willing to transport those items (Transporters). This transaction I call a "Load" It has some stages in the sales process but nothing too complex.
The shipper requests a bid, Transporters add bids, and a transporter's bid is eventually accepted. Once the bid is accepted the load is tracked until delivery. The income and expense per load also need to be tracked and associated with the two accounts.
My question:
Does a load sound similar enough that I can use a core module like Deal?
Does it sound more like a quote? (or something I am unaware of)
Or is this a completely custom module I should develop?
Or is this a completely custom module I should develop?
I don't have a ton of experience with Zoho, but I am experienced with other CRMs. This is the most important business process I have, so I need to make the best decision I can.
With my experience I need to go with a flow as close to possible as Zoho implements by default, only customizing and coding when absolutely necessary.
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