Option to link Estimates/Invoices from Zoho Invoice with a potential in Zoho CRM.
33
votes
AdminReshma
(Community Manager, Zoho Corporation)
shared this idea
Hi,
We are happy to inform you that you can now easily link your CRM potentials to estimates and invoices in Zoho Invoice. The help document link below would walk you through this much-awaited enhancement :
https://www.zoho.com/invoice/help/integrations/crm-integration.html#potential-linking
Cheers,
Reshma.
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Jeff
commented
If this is not an option...then when we clone an Potential ...the Estimate it is attached to should also be cloned. Instead, if we use the trigger, it does create an estimate...it is just a blank estimate
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Anonymous
commented
Would be incredibly useful for us.
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Olindo Cervi
commented
very useful for me, thanks.