Zoho CRM & Finance Workflows & Automations Tutorial
Ғылым және технология
This webinar was made with Zoho covering some basic and advanced workflows and automation for Zoho CRM and the Zoho finance suite. This webinar's Q&A was condensed for viewing purposes, which we recommend watching the Q&A. There were really great questions asked during this session. Enjoy!
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0:00 Intro
1:05 Standard Workflow
8:36 Customized Workflow
13:39 Automation Walkthrough
14:05 Invoice URL/Status to Deal Record
20:05 Subform to Invoice
25:40 Q&A
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Пікірлер: 8
Wow, thank you so much! This explains all the elements I needed. I've been looking on the internet for a week now but never found a full scale solution. This is the first tutorial that binds them neatly together, amazing!
Great info. Just wish price list worked within CRM,
This is amazing information! Thank you! What happens if your clients only take quotes and not estimates? How do you convert that easily into books?
@Zenatta
3 жыл бұрын
Hi Michelle, Quotes and Estimates are the same, however, when you integrate Zoho CRM to Zoho Books the basic Zoho CRM Quotes Module is replaced with the Zoho Books Estimates Module. Hope this answers your question.
super
@Zenatta
3 жыл бұрын
Thank you
If a business uses zoho commerce, this makes a Sales order each time a sale is made in books automatically. But not in CRM. So I was wondering how to make a workflow for each time a Sales Order is made in books; make a new deal on CRM. thanks
@Zenatta
2 жыл бұрын
Hey Jose, We answered your question in this week's episode of the CRM Zen Show. Use this link to jump straight to our answer - kzread.info/dash/bejne/d6ugppOimpnHocY.html