Building out our CRM-Sign-Flow-Books Process

Lesson Content

0% Complete 0/9 Steps

Basic CRM Customization

Set Up Your Mail Merge Template

Set Up a Zoho Flow

Set Up Your Custom Function

Take a Look at the Sign Document JSON

Grab the Deal and Customer Information

Generate One Invoice for the Discounted Amount

Generate Multiple Invoices

We’re Finished—Turn on Your Flow!

Lesson Content

0% Complete 0/9 Steps

Basic CRM Customization

Set Up Your Mail Merge Template

Set Up a Zoho Flow

Set Up Your Custom Function

Take a Look at the Sign Document JSON

Grab the Deal and Customer Information

Generate One Invoice for the Discounted Amount

Generate Multiple Invoices

We’re Finished—Turn on Your Flow!