Email Alerts

Email Alerts

Setting up email alerts in Zoho:

 

Email alerts can be set up within the Crm to provide automated reminders for you or for your team

 

1.      Creating an email alert

 

a.     Go to Setup > Automation > Actions > Email Notification

b.     Click Create Email Notification

c.     In the New Email Notification Page

                                           i.     Enter a name for the alert

                                         ii.     Select the Module from the drop-down list

                                        iii.     Associate an existing email template, or Create Template

                                        iv.     Enter email addresses into the From and Reply to details

                                          v.     Choose the recipients of the email


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