Benchmark for Using Mail Merge in Service Order Scopes

Benchmark for Using Mail Merge in Service Order Scopes

Hello,

I was wondering if Zoho CRM has a benchmark or best practices for utilizing Mail Merge in service order scopes. Specifically, I'm looking for guidance on how to effectively integrate this feature for creating and managing service orders, especially when dealing with scope documents.

Any insights or experiences from other users would be greatly appreciated!

Thank you!


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