We have 2 organisations in Zoho Books which we trade from. We also have 1 CRM that manages all of our client database. We want to produce quotations, sales orders, invoices etc.
The way we want to work is the following
- Setup lead/potential in CRM
- Create estimate in CRM
- Convert accepted estimate to sales order in CRM
- Convert sales order to invoice in CRM
All seems fine but as we are using dual companies, is there an option for me to select which organisation we need to apply the invoice to, as it currently defaults to the organisation that has the 2 way sync linked to it.
Will a company with 1 way sync do the same thing?
Am I best to create all estimates, sales orders, invoices from Zoho Books instead of doing it through CRM?
Any help is greatly appreciated.
Mick