Hi,
At the moment we are leveraging Zoho CRM to email our developers when a potential record has been closed and won. We simply have an email template poppulated manually with what is reuqired and the required developer is sent the email containing the required tasks.
I would like to know if the following is possible.
When the email is created automatically create a CRM task record outlining the information from the email template
or
Automatically send out an email to the developers email account / calendar ( We use Google Apps for our business) and poppulate it with the required data so our developers have a task list of items to complete
Ideally we would prefer the first option of creating it as a task record so it is contained within Zoho CRM.
IF anyone can suggest how to do this, or if there is a better method of doing this it would be greatly appreciated.
Our end goal is to ensure our sales managers can simply take the customers request, create it as a potential, email it from zoho to the developers and have it poppulate in a task list for review and tracking purposes, im sure this must be an easy process to complete
thanks in advance