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Search results

  1. inel

    How to add a product to a lead with Zoho CRM

    Good morning, I appreciate your support, but as I mentioned, I created the "product name" field manually, but that field does not exist in Insert/Update. We want the product name to appear automatically in the prospectus, please help.
  2. inel

    How to add a product to a lead with Zoho CRM

    Si es un campo manual que hemos creado, ya que no hay ese campo, y necesitamos agregar un producto al prospecto desde la misma automatización. Su ayuda por favor.
  3. inel

    How to add a product to a lead with Zoho CRM

    Hi ArchilAhmad, I appreciate the immediate response. However, the "Sales Order" event is another Zoho CRM module that is not related to leads: The automation we need is in the "Leads" - "Prospects" module. When a record is created in the automation, it automatically adds a specific product...
  4. inel

    How to add a product to a lead with Zoho CRM

    I was looking for an option to add the products we have in Zoho CRM to a lead. Unfortunately, I didn't find a way to do it. I only found these fields related to leads: I share only the fields that allow adding: In products, I can't find a task to add a product to a lead: Automation...
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