CRM/BOOKS: Attach a Specific Books Estimate to a Potential
The use of a Trigger to Create an Estimate in Books is perfect but we also need the ability to attach a Potential to existing Estimate in Books.
12
votes
Jeff
shared this idea
Hi there,
You can now link potential from CRM to an Estimate in Zoho Books. Please refer this link to know more about this option:
https://www.zoho.com/in/books/help/integrations/crm-integration.html#potential-linking
Hope this helps!
Regards,
Zoho Books Team