Reflect Deals Financial Stats in Associated Project
I am learning Zoho so please excuse if I misunderstand something.
I set up a project, marketing campaign. Besides regular task management I see that projects can be associated with deals. My assumption was that if I do, I can then see the stats from those deals in the Dashboard or Finance tab of the project.
I closed some deals during this campaign and associated them (had to create accounts for each contact just for that). When I look for any financial data, I do not see the amounts of the won deals. The only place where I can see numbers reflected is Users > Client Users > Account Name > CRM Potential Information (first tab on the slide out screen). I see the amount, close date, and few more). So those numbers get to projects somehow but can they be used in any reports within a project itself, preferably in the Dashboard?
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