Can we automatically notify the manager if a salesperson does not reply to a client email?
Yes, you can set the condition as when the received emails are not replied to. After this you will have an option to create an email notification as an instant action and add the manager's email address as the recipient. You can then choose an email template for the notification.
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What is client account mapping?
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Can I notify the lead owner when a new record is assigned?
Yes, you can. While creating a Web-to-Lead form , you must select the Notify Lead Owner check box under Email Notification, so that the corresponding Lead Owner will be notified when a new Lead is created. However, this option is available only in ...
Can I sync my existing email client with CRM email?
Yes, you can synchronize your emails from existing email clients and track them efficiently in Zoho CRM using POP/IMAP.