Zoho Mail

Zoho Mail

I am using the Free edition of Zoho CRM. I have set up my company email in Zoho mail also. How do I have CRM check my emails so I can assign them to a lead or contact? I have followed these instructions:

How do I configure my company or personal email account inside CRM?

When you configure the Mail Add-on feature in Zoho CRM, by default, the Zoho mail account is configured. This means that in your CRM account, the Email tab will display Zoho Mailbox. However, when you send emails to your leads or contacts, the From email address will be based on the primary email address in your Zoho CRM account.

 

If you click Setup > Personal Settings Email Settings > POP3 (Zoho Mail) save the default settings (Zoho Mailbox that is selected) then Zoho email address will overwrite the primary email address. You will no longer get your primary email address when you send emails to leads, contacts, etc. You can change you Mailbox to your company or personal email account by following the steps given below:

  1. Log in to Zoho CRM.
  2. Open the Zoho Mail service at: http://mail.zoho.com or click the Email tab in your CRM account.
  3. In Zoho Mail, click Settings icon > Mail AccountsAdd Mail Account.
  4. Enter the required details to configure POP service for your Email account.
  5. Under the Mail Server Information, you need to provide the Username and Password for the email account that you are configuring.
  6. Click Save.
  7. Choose the newly added email address from the Set as Default Account drop-down list.
  8. Click Go to my default mail account.

You also need to select the same email address as your Mailbox. The email address that you select here will be used when you send emails to the leads, contacts, etc. from the CRM account.

  1. Log in to Zoho CRM.
  2. Click Setup > Personal Settings > Email Settings > POP3 (Zoho Mail).
  3. In the Zoho Mail Add-on page, do the following:
    • Choose the mailbox that you want to configure with CRM.
    • Choose the Account Type.
  4. Click Save.
But when I get to this part:
  1. Log in to Zoho CRM.
  2. Click Setup > Personal Settings > Email Settings > POP3 (Zoho Mail).
There is no Email Settings>Pop3 (ZohoMail) section.

Please help, I am trying to evaluate this before I put my 3 sales reps on zoho.