Can I share an entire section from a Network Report with my clients?
Yes, these are the different ways you can share whole Network Report sections with your clients:
By adding them to Zoho Social: Simply add the client to Zoho Social with a client role so they can access the report sections.
Email:
- On a Network Report section, at the top right, click on Email
- Click send as mail
- Type in the clients' email addresses and add a subject, message etc. you can also choose the format of the file between .png and .pdf.
Scheduling an email
For this, make sure your clients are added to Zoho Social as in case 1.
- On a report section, at the top right, click on Email
- Click Schedule
- Add the recipients' names. You can also add a message to your email, and choose the format of the file between .png and .pdfZoho CRM Training Programs
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