“How do I…?” is a common phrase heard among CRM users. We are here to help! Join the HBS Data Diva as we dive into specific topics and show you step-by-step how to get those tasks done.
Creating Email Templates and Sending Emails through Zoho CRM (new UI)
Creating an email template is a great way to ensure your messaging stays true to the brand or strategy, while still allowing you to customize that message to the unique individual. In this video, we’ll show you how to create segmented lists of contacts, create email templates, then send the emails to the list.
Setting up your email signature in Zoho CRM
Zoho CRM Signature
List Importing – It’s All in the Details
You’ve recently been to an event and you have a list of leads to enter into your CRM. How do you ensure your data goes in so you can search, report and examine with ease?
State/Province and Country Code Abbreviations
Holiday Cards – How to Manage the Data
Are you wanting to send custom holiday cards to your clients, your prospects and your collaborators? Whether you have the right data now or are looking to get ready for the future, we’ll show you how to correctly identify your contacts and collect the information you need. Then, we’ll show you how to mail merge those lists into labels to add to the envelopes!
PC-based Mail Merge
Mac-based Mail Merge