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 ...
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 ...
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 ...
Staying ahead of all the latest updates that come in from different resources is crucial for any business. If you have been using Zia to gain meaningful insights to improve your sales, then you might also want to take advantage of its notifications ...
Access Email Views in Zoho SalesInbox Zoho SalesInbox offers you a handful of Email Views in order to further help you manage your email communication efficiently. In order be able to access Email Views, you must have enabled Email Insights in Zoho ...