Zoho Expense- Ask the Expert #1: 4-hour Live discussion on Zoho Expense integration with Zoho CRM

Zoho Expense- Ask the Expert #1: 4-hour Live discussion on Zoho Expense integration with Zoho CRM



Hi folks!

Welcome to Zoho Expense’s Ask the Experts session! We're happy to announce our first episode to help you get to know the product better. This is a weekly forum discussion, wherein a panel of experts will take questions about Zoho Expense on the chosen topic for the day. The panel will be available for a 4-hour period and will answer any questions posted here.
 
In this first episode of Ask the Experts - Zoho Expense, we will cover questions related to the Zoho Expense integration with Zoho CRM, along with all of its workflows. We will be talking about some of the key sections of this integration, including:
  1. Setting up the integration
  2. Handling duplicate records
  3. Create a new view in Zoho CRM before the integration.
  4. Map the Zoho CRM fields to their corresponding Zoho Expense fields
  5. Importing users from Zoho CRM
  6. Accessing Zoho Expense modules from Zoho CRM
  7. Creating expenses and expense reports from Zoho CRM
  8. Visibility into expense reports for the potentials in Zoho CRM
 
Post your questions and suggestions on the topic and our experts will answer them in real time, along with their suggestions and pro tips.  

We will be live on May 15, 2020, 11:00am-3:00pm PDT.

Looking forward to having you with us. 
Team Zoho Expense

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