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Emails + Zoho CRM for Your Business








                                                      Email     Inventory  Mail Merge           All Modules

                                                       TEMPLATE NAME                    MODIFIED BY

                                                       Trial expiring in 5 days         Burrows Amelia
                                                        Leads  Trial expires            Aug 09


                                                       Know more about our product      Burrows Amelia
                                                                                        Apr 13
                                                        Leads  Know more about our product

                                                       Product Updates                  Burrows Amelia
                                                        Leads  Product Updates          Apr 13

                                                       ESCALATION ALERT                 Burrows Amelia
                                                        Leads  Escalation alert         Mar 26

                                                       Rejected                         Burrows Amelia
                                                        Leads  Can not be approved      Mar 08





             You can create templates for each record type in Zoho CRM, such as leads and contacts. Here

             are the other things you can do through templates:


             •  Design your own templates by dragging and dropping text, images, tables and buttons. You

                 can also make your templates more attractive by choosing your own layouts for text and
                 add colors to the background of your template.


             •  Personalize communication with your leads, contacts, prospects and colleagues by choosing
                 a template from the gallery and customizing it. 


             •  Merge fields to your template. Use a hashtag which will give you a drop-down menu with a
                 list of all the available merge fields.


             •  Add headers and footers to the templates. Just click on the location where you want the
                 headers and footers to be, and type away!
















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