Follow Up Consistently with Cadences in Zoho CRM

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  • Опубліковано 5 лис 2024

КОМЕНТАРІ • 5

  • @noahjohnson4154
    @noahjohnson4154 Місяць тому

    Thanks for the video Zach

  • @alexk7837
    @alexk7837 2 місяці тому

    Can you cancel a scheduled action? Any way to rename follow-up 1-5 steps and maybe add additional ones?

    • @ZachSpader
      @ZachSpader 2 місяці тому +1

      You can manually un-enroll a record from the Cadence and that will cancel any upcoming actions. It doesn't appear that you can rename the steps but it does continue to add additional steps when you populate the first 5.

  • @rightpricerealestategroup2227
    @rightpricerealestategroup2227 2 місяці тому

    Does SMS integrate with cadences or is e-mail the only option? (preset sms message)

    • @ZachSpader
      @ZachSpader 2 місяці тому

      Right now the functionality only works with Calls, Tasks, and Emails. Hopefully they will add SMS in an upcoming release.