How to Use

How to Use

This extension is built to create Zoho projects from Zoho CRM deals (deal module). The extension provides 2 ways to create the deal

  1. Automatic
  2. Manual


Automatic

In an automatic process, the project will create from the deal based on the rules or trigger point you set in the Trigger List.
You do not need to press any button or follow any process; the project will be created once the deal meets the rules or trigger point, as set in the trigger list.

Example -


Pic – 1: Trigger List Creation


In the above trigger list, there are two conditions

  1. Stage is Qualification
  2. Type is New business (Field)

 

If any deal of your CRM has the same field settings, a project will be created automatically for that deal. 

If you want to create a project for a new deal, just set the same field value, a project will be created.

 

Note: Please be mindful the manual button should be off and necessary settings should be done to run the automatic process properly.

Pic – 2: Manual button


Manual

In the manual process, the Manual button should be turned ON.

 

In this process, you can see the “Create Zoho Project” button in the deal details page. You have to click the button to create a new project from that deal.

The field’s value and condition still need to be followed in the manual process. First, you have to set the field value according to the trigger list then click the button.

 

See the above screenshot carefully; the deal meets the trigger condition (field’s value)

Note: the extension does not create duplicate/multiple projects from the same deal. If you need to create multiple projects from the same deal, please delete the “D2P Project Name” field value.

 

Need to remember
Must select amount to have budget threshold and budget threshold cannot be bigger than amount

 

Note: The budget must enable to have budget threshold

 

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