Hello,
I've been using Zoho CRM for some time, however I need to be able to see which opportunities created haven't been modified in a week, I can't be a babysitter for every salesperson. I already created the custom report, I made various reports that represent the open opportunities for each salesperson I have.
The issue I'm having is that I don't find where I can make those reports be sent on a weekly basis to each salesperson and a whole report to me every month, all of this automatically.
I hope I'm explaining myself and thank you to anyone that can help me.
Thanks!