This webinar was made with Zoho covering some basic and advanced workflows and automation for Zoho CRM and the Zoho finance suite. This webinar's Q&A was condensed for viewing purposes, which we recommend watching the Q&A. There were really great questions asked during this session. Enjoy!

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September 17, 2024, 10:00 AM Pacific Standard Time
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0:00 Intro
1:05 Standard Workflow
8:36 Customized Workflow
13:39 Automation Walkthrough
14:05 Invoice URL/Status to Deal Record
20:05 Subform to Invoice
25:40 Q&A

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