Set up email account - Real Estate Use Case | Online Help - Bigin by Zoho CRM

Set up your email

Bigin lets you send emails to your customers from your Bigin account even with configuring your email account in Bigin. But, without configuring your email account you cannot view the email interaction you have with your customers inside your Bigin account.

By configuring your email account in Bigin,

  • You can view emails from your customers and respond to emails from your Bigin account.

  • The email interactions will be available in the related list of the record in contact/companies module.

  • You can sync your emails across various devices. 

To configure your email,

  1. Go to Settings > Email.
    Choose one from the popular email services.

  2. For Gmail, Microsoft 365 and Outlook Mail services, sign in to the respective email account directly from Bigin.

  3. For Zoho Mail and Other Mail, enter  Username, Email Address, Password and click Continue. Some Email services require an app-specific password to configure in Bigin. To learn more about app-specific passwords, read Generate App Specific Passwords.

  4. Click Server Details to view the Incoming and Outgoing server details.
    This is automatically filled up for you. If you are configuring IMAP for 'Other mail' you must enter the server details manually.

  5. Choose Email Sharing Permissions.
    You can choose from:
    Private - Conversation with your customers will be visible only to you.
    Public – Any user in your organization's Bigin account can view the conversation.

  6. Click Save.

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