Ask the Experts #4: A 5 hour live discussion about CRM Integration in Zoho Mail
Your Zoho Mail account makes it simple to manage your Zoho CRM contacts/ leads, through the CRM features available in email. You can add new Contacts/ Leads to CRM and/ or associate CRM Tasks/ Notes with the contacts from within the email, without moving away from your Inbox.
In this month's Ask the Experts, we would like to cover the functionalities of the CRM integration within mail.
- Adding CRM Contacts/ Leads
- CRM Tasks
- CRM Notes
- Using CRM Contacts when sending emails
We will focus on all the related topics in this month's 'Ask the Experts' live session. Post your questions/ doubts/ suggestions and our experts will answer your questions, real-time, along with their expert suggestions and pro-tips.
Start posting your questions right away as comments below!
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