Automate and Be Productive with Macros
For sales executives, it is sometimes tedious to repeatedly perform the same task. Let us take this scenario, having assigned 10 leads for the day, you are expected to visit each person to sell your product. After each meeting, you send an 'Acknowledgement' email to all the leads you have met, create a follow-up task, and also update the Status field to 'Contacted'. These are 3 actions that you would have to perform in your Zoho CRM account.
How about cutting it down to 1 action?
What if these 3 actions could be done in just a few clicks?
How would it be if you could quickly finish these 3 actions to focus on more important tasks?
How about Macros in Zoho CRM?
Yes, we now have the Macros feature in Zoho CRM. With this, you can combine three sets of actions in a single macro and save time. These actions include: Send Email, Create Task, Update Fields.
It is simple!
1. Create a Macro
2. Select Records
3. Run the Macro
Next day...
1. Select the Records
2. Run the Same Macro
3. Move on to your next task
This feature is available in the Professional and Enterprise Editions. So avoid numerous clicks and let Macros do the work for you. Give it a try and let us know your feedback. For more details, refer our Online Help.
Regards,
Pavitra J.
How about cutting it down to 1 action?
What if these 3 actions could be done in just a few clicks?
How would it be if you could quickly finish these 3 actions to focus on more important tasks?
How about Macros in Zoho CRM?
Yes, we now have the Macros feature in Zoho CRM. With this, you can combine three sets of actions in a single macro and save time. These actions include: Send Email, Create Task, Update Fields.
It is simple!
1. Create a Macro
2. Select Records
3. Run the Macro
Next day...
1. Select the Records
2. Run the Same Macro
3. Move on to your next task
This feature is available in the Professional and Enterprise Editions. So avoid numerous clicks and let Macros do the work for you. Give it a try and let us know your feedback. For more details, refer our Online Help.
Regards,
Pavitra J.