Can I schedule my reports and send to my colleagues periodically?

            Yes, you can schedule reports delivery. After scheduling, reports are sent to the recipients' email ID with a link to access the specific report from the Zoho CRM - Reports module. You can also send the PDF document to the recipients.

            Related Link
            Scheduling Reports
            Updated: 28 Sep 2015 06:24 AM
            Help us to make this article better
            0 0