Create draft proposal in Nusii, and update deal in Zoho CRM when new client request is received
Create draft proposal in Nusii, and update deal in Zoho CRM when new client request is received
Create draft proposals in Nusii Proposals and update deal entries in Zoho CRM when new client onboarding requests are received. This accelerates your onboarding process and keeps your CRM data current.
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Overview
Create draft proposals in Nusii Proposals and update deal entries in Zoho CRM when new client onboarding requests are received. This accelerates your onboarding process and keeps your CRM data current.