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Zoho CRM approval processes: setup for discounts and deals

Disclosure: I work at Skyfall Labs, an official Zoho Partner, so I have a commercial interest. The facts below are from Zoho's own help page, linked at the end; advice is labelled as advice. Originally published on skyfallhq.net . Discounts and large deals often get approved over chat or email, with nothing recorded in the CRM. Approval processes bring that into Zoho CRM. This post walks through…

dev.to ·1h ago

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