Tip #10: On Email Templates
In today’s tip, we will get to know the tiny details that matter in using email templates.
Background color - Selecting a template from the gallery can save you time but if at all you want to send a simple email that does not look like an automated email, then here is a tip.
The basic templates comes with a grey background. So when you send the email, it will look like an automated mailer and might not carry a personal touch to it. Just select the Basic template and change the background color to white, like this.
Associated items - A template in CRM is used in various places - workflow rules, webforms, scheduled mass emails, auto-response rules, etc. So when you plan to edit the email template, take a look at the instances where the template is already in use before you edit it. That will help you get an idea of the context and you can edit accordingly. You can check the associated items for the corresponding templates, as in the image.
Module specific templates - Templates are module specific. So if you create 4 templates related to leads, they will only be available when you are working with records in the Leads module.
Let’s see this example: In association to a deal, you want to send an email to a contact regarding the standard options for delivery. The contacts associated to the deal are listed along with the other information related to the deal. So in this case, you are sending an email to the contact but it is related to the deal and you send it from the deal’s details page.
So in this example, the template should be created for the Deals module and not for the Contacts module. Only then will the template be visible to select while composing the email.
Associated modules/data - When a template is created for Deals, you can easily use fields from Accounts and Contacts in the template. Similarly, while creating a template for task, you may wonder if it is possible to add information about the related contact, account, lead, product, quote, sales order and so on. It is possible! When you type # to insert merge fields, you can select from a list of these associated modules.
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How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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