Estimates for Prospects or Leads
I am so grateful that Zoho CRM contacts can be syncronized with Zoho Books. Most of my estimates get sent to Leads though, and not Clients. This means I have to convert a Lead to a Customer prior to creating an estimate for them. When they don't actually buy, there is no way in CRM to revert them to a Lead, and I have to re-create them. This is causing a lot of extra work (both to send the estimate, and to revert them to a Lead) and headache.
10
votes
JW
shared this idea
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JW
commented
Would still like to see this added!