Help wanted. How to send a series of 5 information/sales emails to the same customer over several days... automatically?.

Help wanted. How to send a series of 5 information/sales emails to the same customer over several days... automatically?.

HI, All
I am on the final leg of assessing Zoho CRM to introduce accros our company, with about 10 national sales reps. and so far has performed every task I wanted it to, and these forums have helped a lot...Thanks !

So before we take up, I have one more thing to research, understand and get sorted,  that I have not tried yet, as I understand its part of the paid version, that we will be starting this week. But heads up on where to start and how to set it up, would be of great benefit.

What we want to happen, is as follows...

This first part is wrapped!
When a Web to lead arrives, it is assigned the sales rep, who calls qualifies the lead, and converts it.

Now to the How doi I bit?.

We then want the Sales reps to start sending a series of 5 information emails, while he prepared the quote
Keep the customer informed, and eager to get his quote, but we want this to happen AUTOMATICALLY. or rather manuall started with a "send information emails" button (tick box or something!) then sent out over the next day or 2

These will be email templates set up and personalised to the lead, and the sends (Sales Reps) signatiure.

Everything I have read is about so far has been about sending an email to a mass of people, I want to send 5 different emails to one lead, without having to manually do each one.

If what I am asking so easy that I will look silly, please be kind...!!!
otherwise, any help as we are getting close to launch!

Many thanks,
Barry
Dream Conservatories Online



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