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Assuming reseller is required, the following 2 results were found.

  1. Zoho CRM: Client Script: Swap Quote Account with Deal Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-swap-quote-account-with-deal-lookup.html

    name in the Account field. When a quote is raised off the opportunity, the quote needs to be targeted to the distributor/reseller but if you click on the Add New Quote from the opportunity record, it puts the end customer in the Account field (maps Deal...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  2. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    "Joel Lipman is a technical consultant working with Ascent Business Solutions, the top Zoho Reseller based in the United Kingdom."); l_Messages.add(m_MessageTraining1); // // this message m_ThisMessage = Map(); m_ThisMessage.put("role", "user");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
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