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

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• 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.

  You can automate the generation of emails using workflow automation. Create a workflow rule for the leads module and choose to trigger an email on lead creation. You can either choose to send the email immediately or schedule to send it at a later ...

• 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 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 ...

• 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 check previously sent mass emails?

  The Sent tab on the mass emails page lists all the previously sent mass emails. Click on an email to see details including who it is from, who it was sent by, the template used, and the sent email statistics. The Sent Email Statistics allow users to ...