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