Hi,
I am a new Zoho CRM user and I'm trying to get acclimated. I am scheduled to participate in the CRM overview this afternoon. However, I would like to know about a few basic tasks I'm trying to do:
- How to: Create a template outbound email for account and lead contacts with my company signature
- How to: Capture previous inbound and outbound emails sent via MS Outlook or Gmail.
Please advise. Thank you.
Rob W.