I am using Zoho CRM professionals and like to learn how I can use triggers or workflow to automated few sales process.
Here is few things I need help with.
1 Once I entered any leads, I like an automated welcome email sent.
2nd When I spoke with my clints I can change the lead status to lest say potential and then a follow up email or text msg can be triggered.
3, Once the lead is converted automated email and text msg can be sent.
4, If not closed an automated email and text message could be sent.
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