Option to link Estimates/Invoices from Zoho Invoice with a potential in Zoho CRM.
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 :
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
Would be incredibly useful for us.
Olindo Cervi commented
very useful for me, thanks.