Manage Emails | Online Help - Bigin by Zoho CRM

iPhone - 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 can send and reply to emails from the record details page which also displays the communication carried out with the customer so far.
 
You can view the outgoing emails sent from Bigin right away on the mobile app. However, in order to view incoming email you need to configure your email account on the web app
 
To configure your email account
  1. Log in to your Bigin account.
  2. Go to Setup > Email .
    Choose one from the popular email services.
  3. Enter Username, Email Address, Password and click Continue .
  4. Click Server Details to view the Incoming and Outgoing server details.
    This is automatically filled up for you.
  5. Choose Email Sharing Permissions.
    You can choose from:
    Private - Conversation with your customers will be visible only to you.
    Public - Anyone can view the conversation.
  6. Click Save .
Sending email to contacts
  1. Go to the Contacts module and open the desired record.
  2. Tap the Mail icon.

    Alternatively, you can also tap the Email address of the contact.
  3. Enter the subject and body of the email. You can also access the email templates by tapping on the template icon.
  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. Email communication with the associated Contacts of the Company can be viewed from the Emails related list.
  2. When you tap the Email address listed anywhere else in the record other than the email field and the email icon, it will open up the default mail 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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