Sync opportunity expected start date and expected finish date
By default, fully syncing VOGSY’s opportunity data with Zoho isn’t possible because Zoho lacks two crucial fields from VOGSY: expected start date and expected finish date. These dates are vital for reporting future revenue based on the opportunities in the pipeline.
However, Zoho does offer the option to add custom fields that can then be synced with VOGSY. To accomplish this, do the following:
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Go to Zoho.
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Add two custom fields named
Expected start date
andExpected finish date
.
From that point onward, when VOGSY syncs with Zoho, VOGSY will recognize the custom fields and sync the appropriate data.