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The video describes how to set up a custom function button in a related list in Zoho CRM. The presenter gives an example of using the button to send reminder emails to customers about quotes that have a limited time validity, or to collect documents from clients. The presenter shares his screen and demonstrates how to create a new button in the settings of the CRM, and how to write a function for the button using the Zoho CRM API to loop through the related deals and assemble an email to send to the client. The presenter also notes that this method requires passing two parameters, which is different from the methods used in other videos on the channel.
Using Zoho CRM for your business allows you to link records together for more complex business automation. For example, you can create a custom button to send a reminder email to a client about a deal that needs to be closed. You can also collect documents from a client or send them a reminder email about documents that have yet to be received. With Zoho CRM, you can loop through deal names, assemble the email, and send it off with just a few simple steps. This allows you to automate processes and streamline operations in your business, making it more efficient and effective.
Business automation is a critical step for any businesses looking to scale. Automating processes and streamlining operations can help free up time and resources that can be used to focus on growing the business. Automation can also help reduce errors and increase efficiency, leading to improved customer service and satisfaction. Automation can also be used to trigger actions based on customer behaviour, allowing you to better target customers and generate more sales. By automating processes and leveraging data to make better decisions, businesses can scale quickly and efficiently. their data more accurately, as well as increasing customer satisfaction by providing more accurate and timely customer service. Automation also helps businesses scale more quickly and easily by allowing them to focus their resources on more important tasks such as product development and marketing. Automation is therefore essential for any business looking to scale and grow quickly.
If you get stuck anywhere in this video, or if you need help with your own Zoho implementation, Contact us.
