Undoing Past Mistakes: Recovering Deleted Records in Zoho CRM

No one is perfect, and that certainly holds true when it comes to data management. Everyone deletes something that they wish they had not. It may have been a simple mis-click, but that critical record is gone now, and you need it back ASAP! Luckily, Zoho CRM takes our clumsy human nature into account and has given us a safety net we can rely on to keep our data from being accidently deleted: a Recycle Bin.

Working with Email Signatures in Zoho CRM

In our previous blog (https://www.toplineresults.com/2020/07/adding-attachments-to-zoho-email-templates/) in this series, we examined sharing Zoho CRM email templates with other users. This week, we are going to take a look at how Zoho allows users to add their email signature to standard emails.

Adding Attachments to Zoho Email Templates

In a previous blog, we reviewed the steps for creating an email template in Zoho CRM. In this article, we will take a look at how to attach files such as PDFs or Word documents to your email templates.

The ability to add attachments to Zoho email templates serve several useful purposes.

Zoho Email Templates

Zoho CRM: How to Create Email Templates
There are many benefits to using email templates in conjunction with your CRM system. Using standardized emails that are personalized to each recipient allows your business to efficiently send messages and updates your recipients will love.