I started using zoho today and have questions as I set it up for my business. Any help will greatly be appreciated!!
1. how do i make invoices for vendors?
2. how do I assign a client to a vendor? We broker deals between vendors and clients
3. how do i add custom fields to a potential?
4. is there a way for me to collect data from my website without having your form on the site? I already have the order process setup and would like an easy way to integrate zoho. Maybe a way to collect data from emails?
5. Is there an easy way to distinguish which one of my website a lead came from? I have about 5 distinct websites, each with unique marketing and i would like to be able divide up customers by the source website. I would also like to split them up with I send out mass emails
6. What are examples of campaigns?
7. With google app integration, does zoho automatically track which customers have been emailed and when?