How do I view my Zoho CRM customers in Zoho Books organization?

You can view you Zoho CRM customers from your Zoho Books organization if it’s integrated with Zoho CRM. To view:

  • Go to Sales on the left sidebar and select Customers.
  • Click the All Invoices dropdown at the top and select CRM Customers from the dropdown.

You can now view your Zoho CRM customers from your Zoho Books organization.

Similarly, you can view your Zoho CRM vendors from Zoho Books by clicking the All Vendors dropdown and selecting CRM Vendors from the Vendors module.

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