Create template e-mail that it could have a file attached from every CRM - Potentials
I need to create a template e-mail that could change the file attached depending of every closed business potentials.
The idea is that you can find the file attached when it's sending a new closed business. So, you can see the customer offer in the e-mail.
Also, we need to attach the files in every Support ticket in ZOHO Support, by automatically.