Zoho CRM & Finance Workflows & Automations Tutorial

Wow, thank you so much! This explains all the elements I needed.
I've been looking on the internet for a week now but never found a full scale solution.
This is the first tutorial that binds them neatly together, amazing!

If a business uses zoho commerce, this makes a Sales order each time a sale is made in books automatically. But not in CRM. So I was wondering how to make a workflow for each time a Sales Order is made in books; make a new deal on CRM. thanks

This is amazing information! Thank you! What happens if your clients only take quotes and not estimates? How do you convert that easily into books?

super

Great info. Just wish price list worked within CRM,