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How To Update Date Field To Todays Date When A Record Is Created In Zoho Crm

Understanding the Importance of Date Fields Why Date Fields Matter in CRM As I’ve dived into the world of CRM systems, the importance of date fields can’t be overstated. Tracking dates helps me maintain a clear timeline of interactions, which can be crucial for follow-ups and reporting purposes. With Zoho CRM, having accurate date fields […]

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How To Setup Automated Emails When A Lead Is Created In Zoho Crm

Understanding Automated Emails in Zoho CRM What Are Automated Emails? When it comes to reaching out to leads, automated emails are a game changer! I mean, we all know how crucial first impressions are, right? Automated emails let you send timely messages to potential customers without having to hit send every time. This means you

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