CRM connecting to Books
We have our CRM keeping track of our global leads and deals. We organize
our accounting data into three separate geographic organizations,
United States, Australia, and Canada. Is it possible to connect CRM to
Books so we can create invoices in Books depending on the area they are
located.
For example: We have a deal that we need to create an invoice for. They reside in Australia, we would like to send the invoice from the CRM to the Australia Books organization, and send another invoice for a USA company to the United States Books. and so on.
For example: We have a deal that we need to create an invoice for. They reside in Australia, we would like to send the invoice from the CRM to the Australia Books organization, and send another invoice for a USA company to the United States Books. and so on.
Topic Participants
Jessica
PRATHEEP JEYAKUMAR
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. ____________________________________________________________________________________________________________