Create task in Zoho CRM based on lead owner
Hi Guys,
we are using Zoho one and we have around 18,000 people in our database, the issue that we are having is that we we enrol them in a Journey we cant tag the lead owner to reach out to them, its not an option? its either round robbin or only one selected person?
we have 4 BDMS internally and each has a high number of leads that they own so they need to be the ones that contact those leads depending on whom the owner and we are fully hooked into the CRM system.
can you please advise on this one? seems like something very basic..
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Justin Pavsic
Vivekvarman D
ricardo.helou
Benjamin P
Sticky Posts
Marketer's Space: CRM Integration—Using Deal and Account Properties for Smarter Segmentation and Lists
Hello marketers, Welcome back to another post in Marketers' Space as we continue our series on CRM integration. This week, we’re exploring how integrating with Zoho CRM helps you access deal and account properties, empowering you to achieve precise segmentationMarketer's Space: Smarter Marketing with CRM Integration
Hello Marketers! Welcome back to another deep dive into smart marketing strategies at Marketers' Space! Today, we’re kicking off an exciting series focused on how Zoho CRM and Zoho Marketing Automation (ZMA) when integrated can transform your marketingMarketer's Space: Re-engage your Audience with WhatsApp Journeys
Hello Marketers, Welcome back to another post in Marketers' Space! We’re continuing our WhatsApp Journeys series, diving into strategies that ensure your marketing efforts don’t go unnoticed. So, you drafted an email with personalization, a compellingMarketer's Space - Mastering Utility Templates in WhatsApp Journeys
Hello marketers! Welcome back to Marketer's Space! We’re continuing our WhatsApp Journeys series, diving deeper into how to make your marketing efforts more efficient and personalized. This week, we’ll be looking at utility templates and how to make useMarketer’s Space: Creating Personalized Experiences with WhatsApp Journeys
Hello, marketers! Welcome to another post in Marketer's Space. In our previous post, we explored the basics of WhatsApp marketing and why it’s a must-have tool for marketers like you. This week, we’re diving deeper into how to maximize your WhatsApp campaign
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー