Introduction: This guide explains how to send a proposal (quote) to a customer in Zoho CRM using a pre-defined inventory template and automation through a Deluge script. Overview: The following code sends a quotation to a customer by generating a PDF ...
In today's competitive market, understanding your customers is paramount to driving engagement and achieving business success. Customer segmentation is a powerful strategy that allows businesses to categorize their audience based on shared ...
Introduction: This article provides a step-by-step guide on how to search for existing Leads records in Zoho CRM using a client script. The example uses the Phone field to search for leads, but you can modify the criteria to search based on other ...