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Hi. If youre starting to use the Zoho CRM mail merge templates and you dont know how to use the conditions, this video is for you. My name is Alex Vaz at Cornerstone Solutions. Im going to be showing you how to use the conditions in mail merge templates. Lets start from here we are inside of the CRM and I created for this purpose here the proposals module. Lets go here. As you go here to the top right you have the little gear icon. Lets click over here. In here youre gonna go under customizations to templates. Inside of templates you have here mail merge. I already created this template here but Im gonna show you just the first few steps to create a template then we go back to this one. Click here new template and were going to be choosing the proposals module. Whenever you create a template, keep in mind this template the mail merge template is going to be Associated to a specific module. If you want to try to use another module, you wont be abl
