Prepping the System

We need do set up just a few things first…

  • Make sure Zoho Books is enabled
  • Turn on sync between Zoho CRM and Zoho Books
  • Add the “Financial Planning Advisor” User Lookup field to the Deals module
  • Create a new custom module called “Commissions”
  • Remove any irrelevant fields and add a lookup field to Deals and a currency field called “Commission Amount”

Help with lookup fields