Customer onboarding

Is there a way to have customer onboarding happen once a deal is won?

For instance, once a deal is selected as won,

An email is sent to customer to start an onboarding process.

1. Forms

2. Uploads

3. Billing update

4. Product/upsell selections.

I need a way to integrate our CRM into an automated onboarding process so out marketing agency can get to work quickly.

Sticky Posts
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. ____________________________________________________________________________________________________________

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