Skip to Main Content
Status Under review
Created by Guest
Created on Nov 18, 2021

relate a call to a deal in zoho crm

I love the integration of ringcental and zoho crm. However, through the automated popup that occurs when a call comes in we are not able to relate a call to a specific deal. This has to be done by going into the "Activities" module, finding the specific call and then relating it to a deal. I will attach screenshots. FYI - we have renamed the "Deals" module in our crm to "Jobs."