Zoho CRM Potentials and Zoho Invoice

Zoho CRM Potentials and Zoho Invoice

Hi,

We use the Zoho Invoice module and would like to be able to raise and use the Zoho Invoice module from potentials, so we don't need to go back to the account and raise an invoice or estimate from there but it doesn't seem to be working.

Can it be fixed so that in any potential, you can scroll down and raise estimates/invoices, with the system automatically selecting the relevant account and so this item will then be associated with the relevant potential.

Thanks,
Lee


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