Good Day All! I hope this message finds you all doing very well.
I am working on transitioning our company over to the Zoho Suite of products. We love what we see so far, however there are a couple of things that we need a little assistance on.
We are looking to see how I can take the Payment terms from Zoho Books and map it to show up in CRM. Is that even possible, if so can you please point me in the direction on how to make this work. We send out our quotes from CRM and it would be nice to have the terms show up automatically on the quotes.
Thanks in advance for your assistance.