We're trying to substitute our intranet which generates proposal ID numbers numerically in our required format. Is there a way to mirror this when creating a new deal that will automatically generate a unique ID number?
Any assistance on this would be much appreciated. Let me know if I can provide more detail.
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________