Add sales person to customer
Hello,
I would like to have a feature to add a sales person to a particular customer, whenever an invoice is created by default that particular sales person should be added to that invoice. I am aware that while creating an invoice the sales person can be added manually, however this should be automatic.
Sticky Posts
How to Add Users to your Organization in ZohoMail?
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. ____________________________________________________________________________________________________________