Email Notifications are among the instant and scheduled actions associated with different automations in CRM. They are alerts, notifications, information, or details sent to leads, contacts and users within the organization. When you associate an ...
Zoho CRM allows you to create specific set of actions that aide in automating your sales and marketing activities. There are totally 5 actions that you can create and these actions can be associated with Workflow rules, Blueprint and Approval ...
With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...
Introduction to Email Efficiently nurturing potential customers and building strong relationships is a core function of CRM. While email serves as a primary customer interaction channel, using separate email and CRM systems can lead to challenges in ...
Introduction Zoho SalesInbox is a specialized email client designed to streamline the email management process for sales professionals. By integrating directly with Zoho CRM, SalesInbox helps users manage their emails in a way that aligns with their ...