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¿Cómo veo a mis clientes de Zoho CRM en la organización Zoho Books?

Puedes verle clientes de Zoho CRM desde tu organización Zoho Books si está integrado con Zoho CRM. Para ver:

Ir a la página Ventas en la barra lateral izquierda y seleccione Clientes .

Haga clic en el Todas las facturas desplegable en la parte superior y seleccione Clientes de CRM desde el menú desplegable.

Ahora puede ver a sus clientes de Zoho CRM desde su organización Zoho Books.

Del mismo modo, puede ver a sus proveedores de Zoho Books haciendo clic en el menú desplegable Todos los proveedores y seleccionando proveedores CRM desde el módulo Vendedores.

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