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1. CRM Closed won potential trigger auto create zoho invoice ONLY for selected accounts

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   0 comments  ·  Zoho Books » Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Aug 31, 2015

2. 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.

   Anonymous supported this idea  ·  Aug 31, 2015
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   Anonymous commented  ·  Aug 31, 2015  ·  Edit…  ·  Delete…

   Would be incredibly useful for us.

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