Thanks for this Nick. Quick question, our leads are auto dealers and some dealers have multiple dealers. So the lead is one contact, but in a sense we can have up to 3-4 Dealers. Would you make each dealer a separate deal? Each dealer would then become an Account. Any input would be appreciated.
Hi Robin, I am not to sure what you mean? Usually the amount would be added to the deal. Apologies, if you could provide some further details I would be happy to help!
I like your simple and generous ZOHO videos.
Perfect and clear
Thanks for this Nick. Quick question, our leads are auto dealers and some dealers have multiple dealers. So the lead is one contact, but in a sense we can have up to 3-4 Dealers. Would you make each dealer a separate deal? Each dealer would then become an Account. Any input would be appreciated.
No Canadian link?
How do you know what the amount of a deal is before you sent a proposal?
Hi Robin, I am not to sure what you mean? Usually the amount would be added to the deal. Apologies, if you could provide some further details I would be happy to help!
Hey there, can convert lead to contact without having to allocate to deals?
Yes
What about the difference between sales , products and deals