Why am I not able to send email from the Accounts module even though there is an option to create an email template?
The Accounts module holds information about the companies you do business with. For every company, there will be one or more people you communicate with about business. You can send emails to the contacts associated with each account from CRM but not to the company itself. The email template for the Accounts module is used to send email notifications through automation workflows and blueprints, and cannot be used to send emails to the company as a whole.
Related Articles
How can I create and send invoices?
An invoice is a bill issued by a vendor to a customer with the goods or services they ordered. It usually contains the purchase order reference number, date, billing address, shipping address, terms of payment, and line items (products or services) ...
How can I create inventory templates?
Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed. Follow the steps below to create a template: ...
Understanding Email Template Builder
Components of Template Builder The template builder is made up of various components that can be dragged and dropped on to the template. This in turn simplifies the process of creating a template. The three basic operations that is common to all the ...
How do I create multiple sales pipelines?
Pipelines can only be created for the Deals module. To create a pipeline, follow the steps below: To create a sales pipeline Go to Setup > Customization > Pipelines. Click New Pipeline. Enter a name and select the Layout to associate the pipeline ...
A user is unable to create assignment rules for the Contacts module even though they have the permission to create assignment rules. What should I do?
The user will be only able to create assignment rules for the modules they have access to. For example, if the Leads module is not enabled for the Sales Manager profile, users with that profile will not be able to create rules for the Leads module. ...