Email problems
Email problems
I am a new user and I have a few issues happening that I need assistance with.
1. When I click on email within a prospect nothing happens. It is like the email feature isn't working. Probably tied to problem #2
2. When I was setting up the Zoho email profile I thought I was just adding a private user name later realized that it was showing as my zoho.com email and wasn't as professional as I would have wanted. When I tried to change it I couldn't as that appears to be a protected field. So I deactivated what I thought was just that email profile name but it might have done something else. I think I need to reactivate the email add-on but don't know how to do that.
3. When the email function was working the email templates would not attach to a test email because it said none were saved but when I go to the templates page there are several there. How do I correct this?
Thank you for your help
Tara