Manage Emails | Online Help - Bigin by Zoho CRM

Manage emails

Email is a popular method of communication for most businesses. Thanks to the new Related Email tab in the record details page, sales reps no longer have to switch between Bigin and their email app to check emails from their customers. They can send and reply to emails from the record details page, which also shows all the communication carried out with the customer so far.
 
You can view outgoing emails sent from Bigin right away on the mobile app, but to view incoming email, you will need to configure your email account on the web app.
 
To configure your email account
  1. Log in to your Bigin account at bigin.com
  2. Go to Setup and then Email.
    Choose one of the popular email services.
  3. Enter your Username, Email Address, and Password and click Continue.
  4. Click Server Details to view the incoming and outgoing server details.
    This is filled in for you automatically. 
    If you are configuring IMAP for 'Other mail' you must enter the server details manually.
  5. Choose your email sharing permissions.
    You can choose:
    1. Private: Conversations with your customers will only be visible to you.
    2. Public: Anyone can view the conversations.
  6. Click Save. 
Sending email to contacts
  1. Go to the Contacts module and open the desired record.
  2. Tap the Email icon.
    Alternatively, you can tap the contact's email address.
  3. Enter the subject and body of the email. You can also use an email template.
  4. Tap Send.
View emails from contacts
  1. Go to the Contacts module and open the desired record.
  2. Tap the Email tab >Tap the Email Filter icon. 
  3. Choose the email type.
  4. Tap Done.
  5. Select the email you want to open > Tap the reply icon to respond to the email.
Note:
  1. Emails cannot be sent to records in the Companies or Deals module. However, email communication with the Contacts associated with a company or deal can be viewed from that record's Emails related list.
  2. If you tap the email address anywhere on the record other than the email field or the email icon, it will open your default email app composer instead of the Bigin email composer.
  3. Attachment size cannot exceed 3 MB. The user can select a maximum of 10 attachments per email and the overall size should not exceed 10MB/email. 
  4. Tap ' To ' to view 'Cc' and 'Bcc' fields. Tap ' From ' to switch between user/org email. 


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