Start a Project from a Sales Order

Start a Project from a Sales Order

There has to be an easier way to start a Zoho Project based off of a Sales Order AND if the Sales Order is over a certain dollar amount. Once the Sales Order is confirmed it would be great if I could go to the Sales Order, click on create, and start a new Zoho Project. I just sat through a 2 hour assist session with a Zoho Rep to get no where with this.


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