Hello - I am attempting to set up zoho to automate our e-mail processes. Before I upgrade my account to the Enterprise level, I have some questions to determine if what I am trying to do is possible, and perhaps some help with where to start for what I am trying to do:
1.) When sending an e-mail to a lead, is it possible to attach files to the email directly from Attachments that were uploaded to that leads page?
I am only seeing options to upload from Zoho docs, Google Drive, Documents, Desktop.
2.) I would like to assign leads to certain sales persons based on Geographic location, and have that particular sales person notified via e-mail when there is a new lead to meet.
3.) After the sales person has met with the client, a field would be updated to indicate so. Upon this field being checked, could I schedule an automated e-mail to be sent after a certain # of days to the customer to remind/follow up with them?
4.) Is it possible to create a new tab in Zoho CRM that features a calender where jobs could be scheduled?
Thank you for your time.