Showing sales for a period in CRM from Books
Hi,
Looking to find a way to show sales year to date (or whatever time period) on the accounts page in zoho CRM puling the data from Zoho books. The defualt section that appears shows sales over all time, but cant be limited to a resonable useable timeframe.
Attached image shows the location this information would be deposited in Zoho CRM.
Topic Participants
Williams
Ashwinth Shekar
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