Convert/connect Zoho CRM, to Projects, and Invoicing
Is there a way to link each functionality so I don't have to ipload each piece/reenter contact info/etc?
For example, once we closed a contact I have the option to convert it to a project.
Then if I create an invoice in Zoho Invoice it can be uploaded into a project task.
If not, I would LOVE for this feature to be added. It would save me a ton of time.