Leads
[Zoho CRM] How Do I Send An Email Automatically When A Lead Is Created?
Workflow rules help you automate the process of sending an email to a lead as soon as they are added to CRM. Before you set up the workflow rule, you must create the email template. To do this: Navigate to Setup > Customization > Templates > Email. ...
[Zoho CRM] How Do I Create A Workflow Rule Ror Emails?
Workflow for email allows you to automate a set of actions based on incoming and outgoing emails. Based on the status of the emails you can create tasks, discontinue email sequence, stop a drip campaign. To create a workflow rule for the emails: ...
[Zoho CRM] If Encountered Error Involving Cross-Apps
If you encountered an error involving cross-apps such as Zoho Crm and Zoho Meeting, whereby the user is unable to edit the meeting, need to check on the user profile whether it is set as admin or not. Once the user configures as admin, he or she can ...
[Zoho CRM] Creating A Lead
Leads in Zoho CRM can be created in several ways; Direct creation Import Social media connection (Facebook and Twitter) Zoho Mail integration Zoho Cliq (website ) integration To create directly, click on the '+' icon at the top right of the screen. ...