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 also tap the Email address of the contact.
  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. 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • 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 ...
                                                                                    • Manage emails

                                                                                      Email is a popular mode of communication preferred by most businesses. With the help of the 'Emails' tab in the record details page, sales reps no longer have to switch between their Bigin app and email app to check emails from their customers. They ...
                                                                                    • How do I configure IMAP in Bigin?

                                                                                      While Bigin allows you to send emails even if you haven't configured your email account, you will not be able to view incoming or sent emails without configuring your email account in Bigin. If you configure your IMAP account, you can send emails, ...
                                                                                    • Where can I view the incoming emails in the record details page?

                                                                                      You must have an IMAP email account configured in Bigin to view incoming emails.   To configure an IMAP account Go to Setup and then Email. Choose from the most popular email services. Enter your Username, Email Address, and Password and click ...
                                                                                    • 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 ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources