Hi there,
So here is My path
When a custumer goes on my website and fill up un form
Form received on mail
Then Create a new Lead in Zoho CRM
When I convert the lead to Contact
Create customer to QuickBook and Creat a New Deal in pipe Line
Here is my problem.
I would like that All the Info in my contact page copy to Deal info
Name Phone Mail but mostly NOTES I dont want to alway copy past note from a module to another one.