We have existing systems in CRM and Projects with some integration between the two using Zoho Flow. Every Project in Zoho Projects has a matching Potential in Zoho CRM with the same name. We need to add some additional integrations so that when something changes in one, it causes a change in the other. See attached scope sheet for the exact details.
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Hi I have checked the your requirement. you should use custom function and update the date filed as per your requirement. I have working on zoho last 5+ years and i would do the task if you want. Thanks Arun
I am already working with a Fintech company named CreditEnable where we use Zoho CRM for customer database.I am well-versed with the features on Zoho CRM