Hello all,
I've been using Zoho CRM for the past few weeks and have begun to get deeper into it over the past few days. I am a financial advisor who is using Zoho as a B2C management tool. I've imported all my Leads and have converted several to Potentials. I work at a firm that has its own domain and we use Lotus Notes/Domino as our mail server.
Yesterday, I purchased the Zoho Mail Add-on so that I can track/store emails to and from my clients in Zoho CRM. However, it's not working as I had anticipated. Below are a couple of questions:
1. Can I change the "From" email address that clients see when I send an email from Zoho Mail or Zoho CRM? Currently, I have the "Reply To" address as my email address at my firm (which I want) but clients still see that my emails come from
user@zoho.com, which can be confusing/annoying.
2. When I send an email from within Zoho CRM (Leads, Potentials, or Contacts modules), the sent email appears in the Email section for that client. However, when I send the email from Zoho Mail, the email does not show up in the CRM module. Is there a setting that will allow me to see all sent email to a client even when the emails are sent from Zoho Mail?
3. How do I include emails received from/sent to a third party in a client's CRM module (Leads, Potentials or Cntacts)? There are important emails I get or send that are relevant to a client that I'd like to store in Zoho CRM but I can't seem to do that. Zoho CRM seems to only allow me to store emails sent to me directly from the client's email address, not from a third party. Am I missing something?
Thank you in advance for your help.
Manny