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.


    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









                                            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

                                                                                                              • Set up your account

                                                                                                                We are going add some basic information about Jolene, the real estate broker and her company Zylker Homes. Since Jolene signed up for the account, she is now the super admin of this Bigin account. Only super admin and users with administrator profile ...
                                                                                                              • Introduction

                                                                                                                Zylker Homes is a real estate agency that offers a variety of services including property acquisition, sales, and rentals for various types of properties, from houses and apartments to commercial spaces. They are currently searching for a CRM ...
                                                                                                              • Create email templates

                                                                                                                Email templates in Bigin can help you save time and maintain consistency in communication. With a standard format in place, you can use the email templates repeatedly for various situations or campaigns. This can be helpful for a real estate agency ...
                                                                                                              • Create team pipelines to manage customer facing operations

                                                                                                                With Team Pipelines in Bigin, you can efficiently handle multiple customer-facing operations or business processes from a single account. For instance, Zylker Homes can utilize Team Pipelines to manage their sales, rentals, and marketing operations ...
                                                                                                              • Email-in Topping

                                                                                                                Email is the most popular choice of communication used by customers to send in their sales and support enquiries. Customer facing teams gather details from these emails and manually create a record in their Bigin account to follow up with their ...
                                                                                                                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