How to Customize Email Templates in Zoho CRM

This video will teach you how to customize, use, and send email templates in Zoho CRM. You will learn how to implement merge tags, as well as how to send to multiple leads or contacts at once. We will also briefly discuss how to set up workflow rules to streamline and/or automate your emailing. Feel free to reach us at support@twelvethree.com if you need assistance or have any questions!