We have calculations and other documents that are related to leads and accounts in CRM. What we struggle with is how connect the 2. Ideally we would like to open a document within a specific lead , work with it safe it and maybe send it as an email attachment to a customer.
There is an option to attach documents but only from your own desktop and not from Zoho docs and secondly If you open it as an attachment there is no possibility to safe the changes.
What we sometimes do is to create a link using the web address of the document using the "website" field but also that only solves part of the problem and you only create a link to one document.
Hope my question is clear any ideas ?
rgds Eugene