Projects and Workflow in CRM

Projects and Workflow in CRM

I am having difficulty figuring out the best way to integrate CRM and workflow processes - and I believe Zoho Projects may be the solution.

I need to be able to create Accounts and link them to Deals in such a way that each Account is separate from the other but would be ranked together with all the other Accounts tagged/associated with the same deal.

Here is the real life situation: We represent sellers and need to find the right Buyer for them. So we create a Deal and over the course of a number of months need to prepare Buyers as Accounts to rag to the Deal. We then need to create a workflow to track each Account (i.e. did they sign an NDA, are they interested, etc.). So it’s imporrant to create different stages and workflows/tasks for each Account but still have it relate to the overall Deal so we can run reports at a later date. 

Can someone help or give insight what the best way to set this up or have any experience if there is an easier way?


      • Sticky Posts

      • Time Log Reminder

        Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep

      • Enhanced Collaboration and Global Web Tabs

        Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped

      • Tip 37: Time Log Restriction in Zoho Projects

        Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable

      • Rename Task Module To Suit Your Project

        Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled

      • Project Billing with the Staff Hours Method in Zoho Projects

        The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service