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How to sync CRM Purchase Order
In the Zoho CRM system, you can store purchase order details by entering data into the Purchase Order form. How to create Purchase Order In the Purchase Orders module, click [ New Purchase Order icon]. In the Create Purchase Order page, enter the ...
How to sync CRM Product
In Zoho CRM, you can manage your company- wide products that are sold to the customers as well as procured from vendors. How to create Individual Product In the Products module, click [ New Product icon]. In the Create Product page, enter the product ...
How to sync CRM Invoice
You can create an invoice in CRM by either cloning an existing invoice or filling in the details in the invoice creation form. How to create Invoice Individually Click the (+) Create Invoice icon in the Invoices module. Enter the invoice details in ...
How to sync CRM Account
In Zoho CRM, you can create accounts by: Entering data in the account details form: Importing Leads from external source: Converting Lead to Account: How to create Accounts Individually In the Accounts module, click “Create Account” button to add a ...
How to sync CRM Contact
The most important function of the contacts module in Zoho CRM is that they can be used for both customers' acquisitions as well as procurement of products from the vendors. Contacts can be related to an account as well as vendors according to your ...