Chapter 17: Working with Invoices...
Hello... Chapter 17: Working with Invoices...
"In the Zoho CRM system you can create invoices directly from the Potentials, Accounts, Quotes, or Sales Orders."
In my ZOHO CRM setup, Invoice can be created from...
- Accounts... YES
- Potentials... NO [no Invoice sub-section]
- Quotes... NO [no Invoice sub-section]
- Sales Order... YES
how can I add Invoice sub-section to Potentials and Quotes? -txs
Walt Brodnie