Hi guys, as a complete Zoho novice but not in code and understanding many other software packages I need guidance on where to start, what step comes first:

Example:  4 sales guys who specialise in different areas.

(sales guy 1) enters a new lead makes contact and converts to Account & Customer.

(sales guy 1) cannot write this particular Proposal, it's not in his field of area. But wants to send it to he three other colleagues who can.

I want to create a button in Zoho that will do this.  Basically (Sales guy 1) clicks it and he selects (Sales guy's) and submits.

They all receive a request via email which also includes all relevant fields of importance that (Sales guy 1) needs.  Then using email passing details are populated and returned to (Sales guy 1)

Thanks,

Cathy