How to create a project from potential without assigning an account
Hello. I set up the integration between Zoho Projects and CRM, and now I'm trying to create projects from the potential, but it asks to assign an account. Is there a way to create a project from the CRM without assigning an account?
If there's no way to to skip this step, how can I automatically assign an account to the potential? I'm planing to create an account that will be used for every potential that requires an account.