How to backup Emails of a deleted user in Zoho CRM
Today, let's see how to take an Email backup for a user who has left your organization.
As a business, you want to continue the ongoing communication with your clients after a user has left the organization. It is important for a business to retain email communication as much as other data that belongs to your company.
To request a backup Click Setup > Users and Control > Security Control > Zoho Mail Add-On Users
In this page, select the check box corresponding to the deactivated user. Click Latest Backup.
Note:
- You can take backup of POP3 email accounts only. There is no option to take a backup for the IMAP accounts.
- You can take a backup of the email accounts with the Record-Level Sharing and Complete Sharing Account Types only.
- The email address domain of the account that you want to take a backup of, should match with your domain.
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How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
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Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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