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Assuming distributor is required, the following result was found.

  1. Zoho CRM: Client Script: Swap Quote Account with Deal Lookuphttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-swap-quote-account-with-deal-lookup.html

    it is their name in the Account field. When a quote is raised off the opportunity, the quote needs to be targeted to the distributor/reseller but if you click on the Add New Quote from the opportunity record, it puts the end customer in the Account...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
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