Tips & Tricks #04: Configureer je e-mail in Bigin
Hallo allemaal,
E-mail is één van de belangrijkste vormen van communicatie in bedrijven. Wat als je alle e-mailgesprekken van een contactpersoon of een account rechtstreeks vanuit Bigin kunt bekijken?
Je kan je IMAP-account configureren met Bigin. Hierdoor is het mogelijk e-mails te versturen en interacties te bekijken binnen een record , zonder dat je van tabblad hoeft te wisselen.
Wat is een IMAP-account?
IMAP (Internet Message Access Protocol) is een standaard berichtenprotocol, waarmee berichten op een server worden opgeslagen. Hierdoor kan je berichten rechtstreeks vanuit Bigin verzenden en beheren. Het belangrijkste voordeel is dat je je e-mails op verschillende apparaten kunt synchroniseren.
Zo stelt je je IMAP-account in:
- Ga naar Instellingen en selecteer "Emailadres" onder de categorie "Kanalen"
- Vul je persoonlijke gegevens in en klik op Doorgaan
- Controleer of de ingevulde gegevens kloppen
- Kies de machtiging voor het delen van e-mail:
- Privé - Houdt de e-mailcorrespondentie met klanten privé
- Openbaar - Iedereen kan het gesprek zien
Druk op Opslaan.
Je kunt nu e-mails ontvangen in Bigin van Zoho CRM!
Aarzel niet om je ervaring met ons te delen.
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Tip & Tricks #02 Maak kennis met de termen van Bigin
Beste Community leden, Om vertrouwd te raken met jouw eigen CRM is het belangrijk dat je de specifieke termen ervan kent. Hieronder vind je een lijst van woorden die tot de CRM taal van Bigin behoren. Modules Alle gegevens in jouw CRM zijn onderverdeeldTip & Tricks #01: Ontdek de instellingen van Bigin
Beste Community leden, In dit artikel maak je kennis met ons CRM voor kleine bedrijven: Zoho Bigin. We beginnen met de basisinstellingen. Bigin heeft veel functies die beheerders eenvoudig en intuïtief vanuit het menu kunnen instellen. Gebruikers en
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