Connecting one zoho crm account to several zbooks companies
I'm evaluating using ZCRM in connection to ZBOOKS, but need to get clarity of how to set up the connection in our case.
We have one sales force, separated into groups for different countries/markets, they will use ZCRM, that far all is good.
The sales team sell goods FOB factory from one company at times and at other times from other sister companies/wholesales in other countries. The invoicing must always happen from the sender of the goods.
I can set up several companies in ZBOOKS, but how can I link one ZCRM account to several ZBOOKS accounts, allowing the sales person to sell from several entities in multiple currencies?
If you can resolve this, I'm sold on using zoho.