Hi,
I'm a newbie for the Zoho CRM platform, and I have some questions regarding user interface.
- Quotes generated by my sales reps often have 50+ items listed. Adding products to a quote manually is too time consuming. Is there any option for bulk product add ?
Is there any workaround to make the value field of an opportunity to be the sum of active quotes in that opportunity ? Example. If I used a custom formula field for that and reconfigured reports. would it work ?
best regards
Bernardo