Quick Wins #1 - Sending Emails from the Vendors Module
Hi All
We have set up a new video series called 'Quick Wins' to help Zoho users get the most from their CRM and other Zoho applications.
The idea for this video series has come about from actual requests and use cases from our clients who needed quick automations or workarounds to help them save time in their business.
The walkthrough videos in this series will be cover quick simple automations and tips that you can learn / set up yourself in less then 30 minutes.
Welcome to the very first walkthrough video in the series!
Sending Mass Emails to your Vendors
The Vendor module in CRM is one module that doesn't directly allow you to send emails to a vendor or a mass email to selection of Vendors.
So if you want to send emails to your Vendors from CRM how can you do it?
Watch this video to know how:
Send Mass Emails in Vendors module — Watch Video
Bonus Tip: Think of other creative ways you can use a checkbox on a module to trigger other workflows and automations in your CRM!
Please let us know if this Quick Win is helpful to your business.
Look forward to your comments!