Hi
I can see this question has been asked before, but the answer provided is not very clear and a few years old, so I am hoping Zoho One has improved its B2C experience in recent years.
Context:
- We are using Zoho One for a B2C (interior design, home remodelling) business.
- We want to use Marketing, CRM, Books, Projects and other apps
- I initially disabled "accounts" as we dont sell to accounts but keep getting errors when setting up projects, books and other features. It seems that the user guidance does not have best practices for B2C business which seems a bit odd to me, due to the amount of B2C customers asking the same questions.
Questions:
- What is it your recommended best practice: to disable accounts and change the configuration or to duplicate data entry and create an account for each contact? I am concering about the long term impact on reporting, etc if we dont use accounts...
- Can I automate the creation of an account for each contact so we dont waste time with double-keying?
- Is there an specific set of best practices / set-up guidance for B2C customers?
I am just keen to use the product as we should to avoid the need for development, etc.
Thank you so much.
AC