How do you measure workflow emails firing on closed-lost opps when multi-currency ARR rollups and leadership only reviews pipeline coverage monthly on Zoho CRM during AE-led pods?
Direct Answer Track workflow email fires and closed-lost ARR in a currency-neutral field, not Zoho's native Amount — then reconcile that field weekly against the monthly leadership pipeline coverage report on one AE pod for two weeks before…
Read full answer ↗