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1. Option to link Estimates/Invoices from Zoho Invoice with a potential in Zoho CRM.

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   3 comments  ·  Zoho Invoice » Integrations  ·  Delete…  ·  Admin →
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   Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

   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  ·  Dec 16, 2015  ·  Edit…  ·  Delete…

   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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   Jeff supported this idea  ·  Dec 16, 2015