Using Mail Merge in Zoho CRM

Using Mail Merge in Zoho CRM

Today we are going to use Mail Merge in Zoho CRM to get documents
signed. (before automation) The reasons we would do this is so that we have the flexibility of Zoho Writer when creating the document. This is very helpful when you are using images and text!

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Jeff and his very young Shih Tzu, Prince Rupert are gearing up to become full-time RV Digital Nomads. Traveling the United States, creating systems and processes for clients, and meditating in some of the most beautiful places they can find. Follow their travels and get great tips by subscribing to their channel!