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Install ZOHO v2 [Administration]
Good night !You need to set the ZOHO CRM connection with other ZOHO modules and show how to use what you have set up, namely:
1 .Adjusting the signature of contracts with customers through the contact with ZOHO SIGN + will also automatically change the status of the agreement when sending the customer the agreement to the signature + automatically change the status of the agreement when the customers sign the agreement.to set so that the contracts are attached to the agreement fields (the goods, the cost, the name and the customer’s name) + to set the contracts from our different legal entities.The 2ndWithin the framework of the agreement to exhibit the investment in connection with ZOHO BOOKS on payment for the services in two options, monthly for 4 months (4 payments), i.e. payments by signature or 100% immediately.The customer receives an email investment and can pay it through Stripe.Stripe payment system is connected.When the account is issued, the status of the agreement changes automatically.When the customer pays the account for the first time, the status of the agreement changes.3 .Set the download of the data through Make in the Google table on the agreements and the history of the agreements on the status.We are waiting for the proposals.Need to be urgent.
1 .Adjusting the signature of contracts with customers through the contact with ZOHO SIGN + will also automatically change the status of the agreement when sending the customer the agreement to the signature + automatically change the status of the agreement when the customers sign the agreement.to set so that the contracts are attached to the agreement fields (the goods, the cost, the name and the customer’s name) + to set the contracts from our different legal entities.The 2ndWithin the framework of the agreement to exhibit the investment in connection with ZOHO BOOKS on payment for the services in two options, monthly for 4 months (4 payments), i.e. payments by signature or 100% immediately.The customer receives an email investment and can pay it through Stripe.Stripe payment system is connected.When the account is issued, the status of the agreement changes automatically.When the customer pays the account for the first time, the status of the agreement changes.3 .Set the download of the data through Make in the Google table on the agreements and the history of the agreements on the status.We are waiting for the proposals.Need to be urgent.
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Ukraine