How to use Invoice and CRM together without importing/exporting contacts?
I'd like what I'm doing in Invoice to be reflected in CRM, at least as far as the customers I've already set up in Invoice. Is there no interconnectivity between the two? Right now I can only see one way to populate CRM with my customers, and that's via export from Invoice and import to CRM. That seems kind of "broken" to me given that Zoho is marketed as a sort of "all in one" suite.
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.