Admin Functions
Email Authentication
In this digital era email forms a major part of communication in every business or organization. Companies often use different domains to deliver the message to its recipients. In such cases, it's crucial to establish an email policy that can define ...
Setting up Email Sharing Permissions
Emails exchanged with customers contain important information that may be required for reference by several other teams who are involved in the business process. For example, a contract agreement exchanged with a firm may be required by the legal ...
Setting Email Preferences
CRM users perform a variety of activities depending on their position in the organization and as a part of individual's job responsibility. To accomplish these activities the administrators provide users with appropriate access levels to various ...
Email Parser (Old) — Data Extraction from Emails
What is an email parser? An email parser analyzes incoming emails to extract data that is then used to automate the process of adding records to Zoho CRM. The email parser will extract the leads' information and upload it directly to your CRM ...
Email Parser — Overview
Email Parser — An Overview One of the most important and foremost steps in the sales process in any business is lead generation, as the quality of leads generated ultimately determines business growth and revenue. It is also one of the most tedious ...
Emails Deliverability in Zoho CRM
What is email deliverability? Emails are a cornerstone of customer communication. They offer a direct and effective way to convey tailored messages to specific audiences, which is essential for maintaining connections and ensuring that the right ...
Email Parser
To know what's new and what has changed in the all-new email parser, visit this transition document. What is email parser? Email parser is a data extraction tool in Zoho CRM that helps an organization in various business functions such as lead ...
Email Parser 2.0 — What's New and What has Changed
Email parser is a data extraction tool in Zoho CRM that helps an organization in various business functions such as lead generation, information updates and customer follow up activities. It is designed to automate the process of adding records to ...
Organization Email Address
When you want to send emails representing your organization, you can make use of the Organization Email address. For example, when a person from sales team wants to send emails, they would prefer to send mails with email addresses that represents ...
Setting up Email Relay
Understanding Email Relay and its benefits Email Relay allows you to route emails through your (company's) server while sending emails from Zoho CRM. Once the relay server is set up, the sent emails will follow a path like this: Zoho CRM -to- Relay ...