Zoho Quote and Deal relationship
Hi everyone,
At this moment, we've been manually entering deals and invoice amounts in the specified fields. Here you can find it. They are written in the accounts.
When I change the status of a deal to WON, Zoho triggers an email including these fields.
What I want is to use quotes in accounts here. When quotes' status is changed to accept, this invoice amount should be changed regarding quotes amount. I write invoice values manually right now and I want it to be written by quotes' amounts automatically. How can I do that?
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