It is possible to create email templates for automated and mass emailing within CRM. This is not a replacement for Zoho Campaign (or Mail Chimp), but it is a very handy way to automate emails sent to leads, or contacts based on certain events. To ...
If you are adding a user to Zoho Sign from the Zoho One Admin panel, you may get the message that the user already has an account in Zoho Sign. It is likely the user has signed up for a Trial with Zoho Sign. It is not possible to have more than one ...
It happens often that users create a trial account when they try to log into CRM (or any other Zoho Application) prior to them being invited into the Zoho Organisation. A user or CRM can only be in one organisation with each email address - therefore ...
If you want to test your subscriptions with Stripe, Zoho offers the possiblity of setting up a test organisation. With a test organisation, you can only use test cards in Stripe. To setup the test organisation, in Zoho Subscriptions, click on your ...
In CRM, you can create a webform to capture leads or contacts. As it is most used for leads, we will focus on that here. In CRM go to Settings, and under Developer Space click Webforms (note: you do not need to write any code): Select the module you ...