Step 1: Accessing the Email Template Section Finding the Right Path When you first dive into Zoho CRM, the email template section can be a bit tricky to locate. Don’t sweat it! Just navigate to the settings menu on the top right corner of your Zoho dashboard. Click on that gear icon, and you’ll find […]
Identify the Template You Want to Remove Access Your Templates First things first, you have to get into your Zoho CRM account. It’s like finding your keys before you can drive. Navigate to the “Templates” section, which is usually tucked under the “Setup” icon. This is where all your templates are hanging out, just waiting
Understanding CRM Templates What is a CRM Template? Okay, let’s start with the basics. A CRM, or Customer Relationship Management, template is a tool that helps you organize and manage your customer interactions. Think of it as a central hub where you can keep all information related to your customers. It’s not just about making