How can I automate the sending of emails? For instance, when a new lead is added to the database, I would like a welcome email to be sent to that lead, or schedule emails to be sent to leads.

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• How can I automate the sending of emails? Say, for instance, sending a welcome email or scheduling emails to be sent to leads.

  You can both automate and schedule the sending of emails using workflow automation. You can create a workflow rule for the leads module and choose to trigger an email when the lead has been created. Learn more about creating workflow rules here.

• Automate your Business Process

  Zoho CRM aims to make the entire process of running a business easy for you, from sending a welcome email to each new customer to regular follow-ups with them, and even assigns scores to your leads to help you prioritize them better. With automation, ...

• How do I schedule mass emails to be sent at a particular date and time?

  Scheduled mass email is available in the Professional, Enterprise, and Ultimate editions. Administrators or users with permission to send mass email can schedule mass emails. You can schedule up to 10 mass emails per module at a time. The available ...

• Sending Mass Emails

  One of the most important activities in business is communication with the customers and the best way to do so is through emails. Zoho CRM provides the option of using mass email to reach a large number of customers. You can also create auto ...

• How do I send mass emails to selected records in the Leads module?

  You can send mass emails to selected leads in four different ways: Manual selection Custom view Advanced filter Criteria on the Mass Email page Manual selection: Select records manually from the list of records in a module and then select the Send ...