Find and Email to All Records Associated with a Deal
In the Deal module, we have a lookup field that links to a custom module called "Realtors." When a deal has a realtor that is part of the deal, we have this "Associated Realtor" linked to the deal. All we now need to do is figure out how to email all realtors that are associated with at least one deal. How can we do this?
Since this would presumably work the same with all modules, maybe it would be easier to ask, how can we email all contacts that are associated with at least one deal in Zoho CRM?
Moderation Update (February 2026):
With the recently introduced Cross-module filtering capabilities, you can filter based on the related module's fields. To know more about the same, please find the announcement post below.