Macros
Using and Creating Macros
Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you ...
Running and Deleting Macros
Running a Macro To run a macro Click the [Module] tab for which you want to create a macro. Select the ListView from the drop-down list. Select the checkboxes of the records for which you want to perform a set of actions defined in the macro. Click ...
Use macros auto-suggested by Zoho CRM
Zoho CRM takes the usage of macros a notch higher by intelligently auto-suggesting macros that you could create based on your CRM activities. If you have been repeatedly performing the same set of actions over a period time on a bunch of records, ...