Amounts only available with Potentials
Dear Zoho,
PLEASE add the options that are available on potentials, on invoices. We invoice directly in CRM, and it would be so nice, if we could have a dashboard with our invoices, showing how much (amount) we have invoiced this month.
Currently, if i choose "Sum" i can only add x amount of points, for each invoice. So it can only count how many invoices that have been created/modified etc. It would be so freakin' nice, if it could also handle the total amount, like it does with Deals/Potentials
Not everyone is using Potentials, since it's only making sense if you're not working with fixed prices, and you don't expect each and every customer to actually turn into a customer.
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.