[Internal] Template Email: How to Send from Zoho CRM

[Internal] Template Email: How to Send from Zoho CRM

Introduction

This document provides step-by-step instructions for sending an email template from within Zoho CRM.

1) Open the client account in Zoho CRM.
2) In the left side menu click Contacts.

3) Locate the client's Primary Contact and click on their name.

4) In the upper right click Send Email.

5) In the upper left of the email window, click the down arrow to select a sending address.

6) From the menu that appears, choose support@comevo.com. You will see a note telling you that the email will be sent from Zoho CRM.

7) Click Choose Template.
8) From the Select Template popup, scroll or search for the appropriate template and click it. The template gets inserted into the email (subject and body).

9) Check that your signature looks good.
10) Click Send.