Campaigns/Action Plans
Campaigns/Action Plans
I am trying to automate Zoho (Im a new user) so that when we have a patient I enter their data and a specific "action plan" takes over and notifies me of letters and emails that go out to the lead based on the docs I have uploaded...does Zoho do this? It seems like a basic CRM function but can not figure out how to add a series of letters to a lead...any help would be appreciated...