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  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

    to ZohoCRM > Setup (cog icon next to profile photo) > Developer Hub > Client Script > New Script Give it a name, I'm calling mine Quotes - Map Distributor/Reseller Give it a description. I said "Maps the distributor/reseller from the opportunity into...

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