Manage Emails | Online Help - Bigin by Zoho CRM

Mac - 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. Click the Mail icon. 
     
    Alternatively, you can also click the Email address of the contact. 
  3. Enter the subject and body of the email. You can also access the email templates by clicking on the template icon. 

  4. Click Send 
View emails from contacts 
  1. Go to the Contacts module and open the desired record. 
  2. Click the Email tab >  Click the Email Filter icon.  
     
  3. Choose the email type. 
  4. Click Done 
  5. Select the email you want to open > Click 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 click 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. Click ' To ' to view 'Cc' and 'Bcc' fields. Click ' From ' to switch between user/org email. 


    Access your files securely from anywhere

      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


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          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 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

                                                                                                              • iPad - 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 ...
                                                                                                              • 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 ...
                                                                                                              • Mac - Manage records added via email-in

                                                                                                                The Email-In feature lets you create email aliases for the pipelines in your Bigin account, and automatically converts customer emails received by these aliases into new records in the respective pipeline. You can directly respond to these email ...
                                                                                                              • 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, ...
                                                                                                              • Managing Email

                                                                                                                Cleanup Policy As per our cleanup policy, IMAP sync will be paused under the following circumstances: If a user hasn't sent any IMAP emails and hasn't opened any IMAP emails for more than a month. If a user remains inactive for more than five months. ...
                                                                                                                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