Hi,
I am starting out on Zoho People, but have been using the CRM for a while. However, in Zoho People I now want to create Projects for the clients which are in our CRM. The only problem I have, is that I cannot create a client from the CRM, unless I was the one who created that account within the CRM. Is there any way around this? As I need multiple staff members to be able to assign jobs to clients, however they will not be able to unless they were the one to create the account in the CRM.
I hope this makes sense. Any help would be greatly appreciated.