CRM - Creating a series of emails to brand new customers
Hi all, I'm trying to figure out how to send a series of automated emails to new customer contacts. The series is welcoming them, ensuring their successful installation, guiding them where to get more help, etc. I can't seem to figure out how to accomplish this in the CRM contacts module. I'd like to schedule the emails for 3 days after they become a customer, then 7 days, then 15 days, etc. Anyone have info on this?
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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. ____________________________________________________________________________________________________________