How to Associate multiple contacts with deal in Sales Inbox
Hello, I have many deals that have multiple potential customers associated with a single deal, for example an engineer and a manager. The manager is the Deal's primary contact in CRM and the Engineer is added to the deal in the "Contact Roles" Associated
SalesInbox
Sorry for saying this but SalesInbox is a really mess. BIG FAIL. Bad UX and VERY bad IMAP sync. I don't know how can someone use this to be more productive. It's just the oposite. I'm trying to use SalesInbox for a while but sales people do not have just sales activities so we still have to came back to the mail app anyway. Folders of SalesInbox are not in sync with folders of mail server (wich syncs Ok to mobile) and vice-versa wich leads to double work as now you have to cleanup 3 inboxes (Mail
What should I be using Salesinbox or Zoho Mail
Hi everyone, I again find myself a little confused by the Zoho offering. I am a long time Zoho CRM and Zoho mail user. About a year and a half ago, Zoho mail had a major update and things like streams were added. We have learned to use the new features, although I am sure not to their fullest. Now while getting help with an issue that I had with emails associated with Contacts in CRM, I now have just discovered that I have Salesinbox. OK, so it looks pretty cool, but now I find myself again in
Sent emails for SalesInBox are not sending
I have found that sending emails to contacts from SalesInBox does not send them - the recipient does not receive them and they do not show in the sent folder. This occurs when replying to an email also. If I send direct from Gmail it does send and does
When Using Sales Inbox Does Move to Trash delete email in CRM Email list?
Using Sales Inbox Does seletcting move to trash remove the email from the CRM Contact record email list?
Salesinbox no es funcional
Después de varios chat con el departamento de soporte, con múltiples pruebas y un sin fin de acciones para resolver los problemas de Salesinbox, nuestra organización ha decidido des habilitarlo. No es funcional, es una versión de prematura de un cliente de correo con muchas posibilidades pero que lamentablemente no funciona bien. Correos salientes que no se mandan, correos salientes que no aparecen después en ningún sitio, errores de conexión y un montón de otros problemas que el servicio de atención
Sent emails from CRM, not in ''Sent'' folder in Salesinbox
Hi, When I send a email from the CRM directly to a client, the email I sent is not visible in the ''SENT'' folder in my Salesinbox. Is it normal ? Thank you,
Schedule an email in SalesInbox
I love the idea of SalesInbox but I can't use it due to not being able to schedule emails. It's very important to this small business's brand to only send emails during business hours. We are in fact working 24 hours. Thanks in advance. Paul
Multi-level folders in inbox
Does anyone find it an issue that you can't create multi-level folders in Salesinbox? It keeps Exchange from being able to completely migrate/update my folder structure. If this is unclear, I mean: Parent Folder -Child Folder -Sub-folder
Email Filter Question
I need to be able to create an email filter which triggers an action based on a specified text string being present in the email body. Can this be done I need this because I am getting many tens of spam emails from my website ContactUs page and I need to delete then automatically.
SalesInbox attach e-mail to deal
Hello, I have setup and started using the SalesInbox feature in Zoho. I could not figure how to attach an e-mail to a deal in the SalesInbox. Our company is dealing with a lot of partners, and I will for example receive in the same day 5 e-mails from the same contacts but that should be associated with 5 different deals, how would I go about that? At the moment, it seems that the only solution is to use the Outlook Plugin in Outlook to attach those e-mails.
Full width email SalesInbox
Hello I would I am creating an email template which I will use for general emails. On testing, the template part of the email comes out small but I would like this to be full width. How can I do this? This is what it looks like when I receive the test email.
Emails not shown in Lead/Contact records; how can I see coworkers emails?
We're running a trial version of ZOHO. We have SalesInbox enabled. Permissions are set correctly (I'm CEO, other roles are below me). SalesInbox seems to work - when we add a Lead/Contact it shows as in CRM. However we do not see emails in the Lead/Contact records. Should existing emails (not sent via CRM but found via SalesInbox) be shown there? Thanks.
Sales inbox error
Why am I receiving an "This site says: Error occurred. Please try again" when I: open sales inbox open a lead or contact click on the email link to the right under the info tab Would include an screen shot attachment but this forum is currently not allowing me to attached anything.
Emails sent by SalesInbox fail DKIM check because of line length
RFC2822 (https://tools.ietf.org/html/rfc2822#section-2.1.1) states that emails have a maximum line length of 998 characters. However, SalesInbox does not adhere to this standard and sends email with line length exceeding 998 characters. Mail Transfer Agents such as Postfix enforce the maximum line length (http://www.postfix.org/postconf.5.html#smtp_line_length_limit) by breaking lines that exceed the limit. Since this takes place after the message has been signed by DKIM, it renders the DKIM signature
Issues with salesbox
Ever since that day a few weeks ago when it was down. It has not been the same. It loads slow and sometimes errors. Currently right now on the side. It shows there are unread emails. Its like its stuck and won't refresh. Any improvements being done on the speed? Its just slow to send email out and to get email.
noreply@zoho.com - SalesInBox
I do not want our company emails to be arriving as from noreply@zoho.com. I can specify a reply address, but that does not change how it arrives in my customers email. How do I change the from address to be my address?
Salesinbox error
My salesinbox say "Message received from your IMAP server CONNECT ERROR"
Calendar is not showed in SalesInbox adding a potential
When I Try to create a potential in SalesInbox, I can not to select the date because the calendar is not showed, Then I can not to finish the creation of the potential.
Arrange emails
I need a feature. I have a company in accounts section that work for some clients. I want to arrange emails that I sent or received from company to related client. (on client page)
SalesInbox duplicates emails in both "CONTACT & LEADS" and "NOT IN CRM"
Hi, Seems like SalesInBox would occasionally category the same email into both "CONTACT & LEADS" and "NOT IN CRM". See the attachment for screenshot. There are a few emails with exact same senders, content, and everything that appears in both categories. Both of the senders are on the Contact list in CRM. So I don't really know how to deal with this? Would we solve this soon?
Product sales
How to convert Leads to sales using zoho crm?
salesinbox and CASL
How does ZSIB handle CASL and the concept of email validation filter. Where you have a scenario where your client has marked as email unsubscribe for marketing but you still need to communicate with them regarding their account. thanks
Session exists
Hello, I get a red notice at the top saying Session Exists, Can please advise on this see screenshot here http://d.pr/i/cSD2
''Colleagues'' column with different domain
Hi, In my company we have 2 emails domains, @domain1 and @domain2. My problem with Salesinbox, is all the emails I received from my collegues with the @domain2 aren't showing up in the ''Colleagues'' column, but in ''Contacts & Leads'' instead. How can we fix this. Thank you,
Archiving
Hi, There does not seem to be a good option for archiving mail in Salesinbox (using gmail as the backing service). Is there a way to do this? While I am at it, is there a snooze option? Thanks!
Message bouncing back
I am getting message bouncing back when sending message through salesinbox This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: email@emai****.com host outbound.mailspamprotection.com [61.15.20.222] SMTP error from remote mail server after end of data: 550 Maximum line length exceeded (see RFC 5322 2.1.1). Looking forward to your answers.
Zoho SalesInbox: The first email client exclusively for salespeople.
Salespeople use different channels like email, telephone calls, chat, face-to-face communication, and social media to reach out to their prospects today. Making telephone calls regularly can be expensive. Face-to-face communication can be both time consuming and costly. Social media, while being instant, can lead to time wasting and is distracting. Chat, while providing instant access to help, can lead to wait times if several prospects want to chat with you at the same time. Email solves many of
PROBLEM
My emails from zoho (info@artbytwo.net) arrive always like spoofed/fraudulent emails. What can I do??
I would like to use SalseInbox...How can I access it?
I would like to use Saleinbox...How can I access it?
Secundary e-mailaddresses
Hi, I am a heavy user of Sales Inbox. This has changed my life! One suggestion: some of my contacts have 2 mailaddresses in the same domain that act as aliasses. For instance: my john@zylker.com = john.doe@zylker.com Sales Inbox does not recognise this as the same person. I have tried addding one of the mailaddresses in CRM as second e-mail but still, mails coming from this person do not get recognised as a single person. This is a handicap that could be overcome by adding the secundary e-mail as
Maximum capacity can distribute to each each users
Hi Ms/Mr., i would like to ask regarding the maximum storage capacity can distribute to each users? Thank you.