Go to Zoho Sign Click Templates and find the desired template for example Government forms Click the … symbol to Edit. From there you can edit who signs the form. To change the Ownership of the template in order for the Correct Representative to ...
Go to the Client’s profile Hover over to the Billing tab Set the Client Class and determine if they are paying Long term or Privately Click the Billing Cycle and choose Bi-Weekly To determine if they have Long Term Care, refer back to Zoho CRM and ...
Log in to CRM Click Franchise Variables Click Open Variables edit button Scroll down to identify the form which you would like to update. Enter the email address of the new recipient in the corresponding field. To remove previous recipients, simply ...