Basic campaign set-up
I have been trying hard to get Zoho CRM and Zoho Mail connected, but somewhere I seem to have wires loose in my brain. I'm not winning.
Could anyone just show me (1) how to set up a scheduled email campaign (test to only six internal staff), (2) how to set up a simple view that would show me who has been contacted and who not via email, and (3) perhaps a custom column showing who I contacted via LinkedIn, which I plan to import on a separate list to update existing contacts.
None of the help videos or instructions could guide me to get this done.
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