Hello Zoho users & team,
I'm a Zoho newbie, trying to set up the system for my B2B startup.
I've successfully created my first client account / company and my first lead within that company - however, the two do not seem to be automatically linked.
How do I customise zoho to ensure that a new lead must always be associated with an existing account (i.e. that a sales rep should input account info before an associated lead for that account company can be created)?
Cheers
Rob