Automated Email Workflow based on no responses
I posted this to Zoho One community but thought I'd try my hand here to get some help for this novice user :) I’m trying to see if/how the following scenario is possible in ZCRM. We manually send an email proposal from the opportunity/deals module. We want to send series of follow up emails workflow if no response. IF we get a response (simple reply back to the email) at any point though, I'd like to automatically stop the workflow. I’m curious how others have set this up. Thanks for your insight!
I am trying to figure out how to automate where if a contact responds to the proposal emailed to them (in the Opportunity/Deals module), it’ll automatically select the “responded to email” checkbox and halt sending the series of follow-up emails. Not sure how to do this without manual intervention. We may have a case where we have the same contact noted on multiple opportunities/deals. If they responded to Opp A but not to Opp B, then I want to continue to send follow up to Opp B only. Thank you for any insight offered!
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How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________