integrations

What is the relation between a Record Owner in Zoho CRM and Salesperson in Zoho Books?

In Zoho CRM, it is not possible to create a transaction without assigning a Record Owner. This record owner in Zoho CRM is synced as the Salesperson of that particular transaction in Zoho Books. Similarly, if a sales person is associated with a transaction in Zoho Books, the user who creates the transaction in Books would be the record owner in Zoho CRM.


Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

Online accounting software
for small businesses.