Hello . . . I used to use Zoho e-mail some years ago. Then I was a way from it for quite a while, but now I have a new business and am jus getting started with Zoho CRM. I've watched several YouTube tutorials and read some of the online content to get a better understanding of how I can use it.
I'm trying to add products to be able to write quotes and generate invoices but I can't find where you do that. I saw online where it says "
Entering data in the product details form:
You can manually fill in the Product details gathered from various external sources."
and "
Filling in the details in the product creation form".
But where are those forms and how do I tie them into my accounts?
Any direction on this would be very much appreciated.
Thank you,
Jack