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CRM Zen Show – Episode 97 – Margin Mayhem

CRM Zen Show - Episode 97 - Margin Mayhem - CRM Zen Show -  - YouTubeCRMZenShow.website-banner
Zoho News Implementation of the Week
  • Zoho Books – Estimate Margin Calculation
    • On save of a draft estimate, compare the list price of each line item to its purchase price to calculate margin percent
    • Map margin percent into a custom column in Estimate product table
    • Compare estimate grand total to the total of the product costs from each item
    • Map total estimate margin to a custom field at the Estimate level to capture aggregate margin for the estimate
This Weeks Reads
  • Forbes India’s Cover Story and Interview With Zoho CEO Sridhar Vembu
  • Zenatta Blogs
New Resource Guides New On YouTube Application / Plug-In of the Week Tips and Tricks