Automated Lead Conversion in Zoho CRM When Qualification is Complete
This quick implementation automates the process of lead conversions once a set of criteria are met. Here are the key points covered in this tutorial: Custom fields added to lead to store information used for lead qualification On fill of all qualification fields, check values against set criteria If criteria are met, convert the lead. […]
Zobot Cheat Sheet
Zoho CRM Automation 101: Email Templates
In this quick tutorial, we show you how to create, send, and track email communications using Zoho CRM’s Email Template Feature.