Hello Zoho community!
I have been trying to set this up by myself but I cannot seem to find a way to automatically create a Project once a deal is signed with basic info like:
- custom project code
- project length in weeks
- start date
- end date
- budget (deal budget)
- expected costs
- currency
- etc.
Ideally this project would then appear in zoho books and we could directly issue a first invoice to the client.
Am i missing something here?