Lead conversion automations
Hello,
upon converting a lead to a contact, I'd like an email to be automatically sent to the contact. i have my template set up and record action set, but its not triggering.
should i have the record action and template in the Leads module or Contacts module?
any imput or advice is much appreciated!
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. ____________________________________________________________________________________________________________