Experts only please!
I need help with ZOHO CRM implementation. Specifically I need to create fields that relate to each other within different tabs. I would like to ask a few questions for an hour and possibly hire you for ongoing help... Here are some of the items I need to accomplish:
Calculate all totals for each PRODUCT individually after monthly fees, one time fees, percentages, commissions, etc.
*Calculate & track totals from all PRODUCTS for each client in their ACCOUNT
Attach "Sales Representatives" to an ACCOUNT or INVOICE
Calculate commissions for multiple sales representatives
Email INVOICES from within zoho that include all PRODUCTS currently attached to each client
There are many more questions, I need about an hour
If I am impressed and your rates are reasonable, I will hire you for ongoing help and possibly give you the contract to build my CRM.