Hello,
I need some help. Just updated to ZoHo CRM Enterprise and have 2 accounts. One admin, and one sales. All 5 of my sales staff use the sales login. I want to be able to send them an email if a new call is added. Right now I have a drop down for the sales rep. I want to be able to populate a lookup field for the email based on the Sales Rep name. This is all on a customer module.
I can't figure out how to make the data table mapping the Sales Rep to the correct email? Seems basic enough. And then use a lookup field to fetch the email. I can then use the email field in the Workflow rule to send the email.
Thanks,
Craig