商談のサブフォームから見積書・請求書を作成する方法
Zoho Oneの導入を検討している、Zoho初心者です…！
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Zoho CRMで商談単位で売上明細・支出明細を入力し、
粗利の計算と、Zoho Invoiceで明細が連携した見積書・請求書を作成したいと考えています。
サブフォームを使用し、売上明細・支出明細をそれぞれ入力し
粗利を算出するところまでは考えられましたが、
見積書・請求書に連携させる方法が分かりません。
コミュニティの皆様のお知恵を貸して頂けないでしょうか？
※見積書・請求書作成にあたってZoho Invoiceが良いのか、Booksが良いのかも気になっております。
違いがよくわかっておらず、アドバイス頂ければ幸いです。
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