Hi there,
I have a couple questions about auto generating emails with Zoho. First I would like to creat a workflow rule that when a deal or opportunity is close and won an email is auto sent out after a set period of time. I see how I can creat a task after a period of time, but not how to send out an auto email. Is this possible?
Second, I would like to send out Auto emails around birthdays or client annaversary dates? Is this possible?
Thanks so much in advance,
Brad