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4 Comments

RamonasRealty@gmail.com, 59 - days ago

I'd like to have tasks automatically generated when a campaign is created. That is easy enough. But, I want the due dates for the tasks to be based on the start date of the campaign, not when it was entered. Is there a way to do this?

amar_try, 58 - days ago

Hi RamonasRealty@gmail.com,

Currently the feature you are requesting is not available. We will analyze and try to add the feature in our future updates.

Thanks,
Adam.

Christian, 41 - days ago

I want to create a Rule that will send an email to my partner when Lead Status changes; and it must INCLUDE the Lead Contact Info. How to do that?

(I've created a Rule that sends an email - but not INCLUDING the Lead Contact Info)

amar_try, 38 - days ago

Hi Christian,

You will be able to include the Lead Contact info using the template that you provide in the Workflow Alerts.

Here is the link to know more about Workflow Alerts:

http://zohocrm.wiki.zoho.com/Managing-Workflow.html#Setting_up_Workflow_Alerts

Thanks,
Adam.