Zoho has announced the availability for general release an enhancement to their CRM that will allow the emails for multiple contacts to be associated with an opportunity.
This zoho product enhancement enables emails from multiple contact roles can be linked to an opportunity in Zoho CRM
Before, only the primary contact associated with an opportunity could have their emails associated with it. Rather than having to track down the data, it’s accessible to your team. without this Zoho product enhancement, this can be a hassle.
Indeed users have requested this improvement and has been long in the making. So now it is finally here.
Connect your team with this Enhancement,
Meanwhile, during the sales process, your sales team interacts similarly with many members from your client’s organization, particularly:
- Your Sales Champion
- Project Sponsor
- Purchasing Manager
- IT Team Lead
- Accountant
- Legal Counsel
- Department Managers
- Team Leads
- Executive Leaders
- Contractors, and so on.
Save Time for Your Team and Associate Multiple Contacts to a Single Deal.
Previously, you could only view and link incoming emails from the primary contact with a deal. Specifically there was no provision to view or link the emails from the rest of the stakeholders (contact roles). Remove this obstacle with our Zoho product enhancements significantly save your team some time.
• Single, Primary Contact
• Other Contacts added as Contact Roles.
Interactions with these contacts usually happen via email.
Previously, you could only view and link incoming emails from the primary contact with a deal. Still there was no provision to view or link the emails from the rest of the stakeholders (contact roles).
Subsequently this meant that every time you wanted to get a comprehensive view of email conversations related to a deal, you had to fish out those emails by going through the inboxes of the individual stakeholders. Regardless of their involvement in the process.
The Growthline Solution
Now, you can view emails sent from contact roles within a deal’s record. In addition, you will be able to link those emails to that deal.
Get Started Here
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