I'm new to Zoho CRM and trying to work out if it is what our organization is looking for.
One key thing we need is if a user adds a note to an account for a different user, the account owner receives an automatic notification that a note has been added, either through an email or a notification on logging in to the CRM.
Eg a rule of:
If Account Owner = xxxx AND Notes is updated by xxxx SEND notification to account owner
This seems a basic functionality but I'm not finding how to do this. It could be that I am currently using the free version and it is a paid functionality.
Appreciate responses!