Zoho Analytics - Crossed report from « potential » CRM module and Zoho Books (Estimate)
Hey everyone !
I would like to generate a report on Zoho Analytics including Potential module informations and books informations.
Actually, i had made an integration with books and CRM (via Zoho Finance) So, i only create estimates in potential module. Then, when i use Analytics, i don’t find the way to match potential id and estimate id, in order to have a report with all the potentials estimates (and informations from estimates).
Actualy, if i had « potential id » with « estimate id », analytics gives me ALL the estimates ID that have the same « account name » with the Potential … But… i juste wann get the only estimate linked with this potential…
Could someone help me ? ! I would apreciate ! Thanks ! <3