Email Templates are now available in the Zoho CRM mobile app

Email Templates are now available in the Zoho CRM mobile app

The capability to use email templates has now been introduced in the Zoho CRM mobile app. This means that you can very easily send standard emails whilst on-the-move.

I have a client that makes collections and needs to provide photo evidence of the goods collected onsite. They use the Zoho CRM mobile app to take a photo of the goods being collected and then send a standard email acknowledging the collection and sending the photos.

This article is how to implement this process :

1.
Download the Zoho CRM mobile app from App Store or Play Store.
https://www.zoho.com/crm/mobile/sales-app.html

2.
Create your email template as normal in Zoho CRM. You can create templates in the mobile app.

3.
Take the photos you need to send to your client

4.
Select the Contact you wish to send the template and photos to from your Zoho CRM mobile app and click the Email option at the bottom of the screen.

5.
Select the Template option and choose your template. 

6. 
Select the Paper Clip to attach your photos.

7.
Hit Send.

The email will be stored against the client record.

This feature is really useful if you have volume emails to send when out of the office. Other uses may be as networking meeting followups, trade show visitors, simple quotes etc.






















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