Convert closed/won potential to Zoho Project
Hello everyone,
I am a paid subscriber to both Zoho CRM and Zoho Project. Is there a way to send a closed/won potential in CRM to a project/ tasklist in Project? I seem to remember having this question answered before, but after a long hiatus using CRM or Project, I can't find the email from Zoho support that detailed the answer.
Thanks,
Cody