Ask the Experts - Zoho Inventory #2: 7 hours of live discussion on the integration between Zoho Inventory and Zoho CRM.
Hi folks!
Thank you all for your response on the first episode of 'Ask the Experts - Zoho Inventory'. We're back with the second episode, and our topic for discussion will be the Zoho Inventory and Zoho CRM integration. Our panel will be available for a 7-hour period this time and will answer any questions posted here.
In this episode, we will be covering some of the key sections of this integration, including:
- Setting up the integration
- Creation and mapping of the right fields between modules
- Using the 'Zoho Finance' tab within Zoho CRM for transactions
- Mapping the right user roles
- Accepting online payments
- Disabling/Enabling the CRM native Sales and Purchase modules
- Managing sales people
- Your Zoho Finance information in Zoho CRM
- Inventory tracking for items in Zoho CRM
- Advanced inventory tracking
- Managing your vendor details
- Processing returns and refunds
Post your questions and suggestions on the topic, and our experts will answer your questions in real time, along with giving you their suggestions and pro tips.
We'll be live on April 9, 2020, 4:30-11:30am PDT, 12:30-7.30pm BST, 5pm-12am IST.
You can also follow the Episode #1 of 'Ask the Experts - Zoho Inventory' on Zoho Books and Zoho Inventory integration by following this link here.
Cheers,
Team Zoho Inventory
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Topic Participants
Salman Nazar
Sofia Parker
John
Monument Business Services
Vignesh Krishnan
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