Will I be able to associate Potentials with my expenses in Zoho Expense?

Yes, while creating an expense, you can choose the potential for the corresponding customer. To enable the Potentials sync:

  1. Go to Admin View > Settings > Zoho Apps under Integrations.

  2. Click Show Details under Zoho CRM. Click Show Details.

  3. Under Potentials, click Enable.

You can select if you want to display all potentials or only the potentials associated with users.

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