is there a way to add the products i created in zoho books to zoho crm
I started using zoho books last week and put in several of our products..
now i signed up for zoho crm and i would like to import the products and streamline the sales process so i don't have to create the products twice.
i read that you can import products after you create a new client in crm but it seems like it will be double work since i won't have products / inventory items in crm to take my lead from contact/lead to client/potential client.
how in the world do i integrate these pieces and get the most out of them with the least number of steps?
Thanks,
Bill
now i signed up for zoho crm and i would like to import the products and streamline the sales process so i don't have to create the products twice.
i read that you can import products after you create a new client in crm but it seems like it will be double work since i won't have products / inventory items in crm to take my lead from contact/lead to client/potential client.
how in the world do i integrate these pieces and get the most out of them with the least number of steps?
Thanks,
Bill
Topic Participants
Solomon Rajasekaran
Saif Ustad
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