Quote Module Print Preview
We created a nice new quote template in ZOHO CRM
When I open a created client quotation and then select Print Preview, I expected to 'see' the newly created quote template in
'Choose a Template Category' pick list.
What am I missing please?
TIA
Mike
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. ____________________________________________________________________________________________________________