Do subscribers synced from CRM change lists after changing criteria fields in CRM?
Let say you have 2 CRM to Campaigns syncs:
- Sync 1 for "Non qualified" leads to campaigns list "A", and
- Sync 2 for "Interested" leads to campaigns list "B"
now let say lead "Joe Feen" was "Non qualified", received a campaign email about a new product for what he is now qualified and he calls back interested. The sales agent change his status to "Interested" and now "Joe Feen" goes into list "B" for "Interested" leads.
Is Joe Feen removed from list A in the next retrieval? by itself? or do I need to setup a Zoho Campaigns workflow to get him out of list A?
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. ____________________________________________________________________________________________________________