Thanks for taking the time to read my post. I'm new to Zoho, and totally green when it comes to CRM(the process), but I have big ideas that I want to implement in my residential focused HVAC business.
I want to be able to automate pre and post appointment emails, mail and automatically place a reminder into my tasks to do a follow up phone call for my service repairs, new system installs, and of course proposals.
for example: Once I successfully close out an service appointment, I want to be reminded in my task list to follow up with a phone call just to make sure everything is working and all their questions are answered.
How can I separate different types of appointments and respond to them properly? does this happen when I set an appointment or in some other part of CRM?
Thanks!