Mass emails and organization emails are sent from Zoho's server.

Add an organization email address

To add organization emails

1. Go to Settings > Setup > Channels > Email > Email Configuration and select the Organization Emails tab.
   
2. In the Organization Email Addresses page click on New Email Address.
   
   
   
3. On the Add Email Address page:
   
   • Display Name: Enter a Display name. The Display Name helps in identifying who had sent the email. This helps the customer in cases where the email address of the organization may not be specific.
   • Email Address: Enter the Organizational email address.
     
   • Accessible To: Click on the Select Users button.
     
     Choose who can use this email address. You can assign access to individual users, roles, profiles, user groups, or territories. 
     
     Once you've selected the users, click on Save. 
     
     
4. Click Create to add the organization email address.

Verify and authenticate an Organization email address

After adding an Organization email address, you must verify the email address and complete the required authentication before it can be used.

To verify Organization emails

1. When you add a new Organization email address, a confirmation code is sent to the specified email address. You can also click Verification Required to request the code.
   
2. Once the code is received, enter the verification code in the box that appears.
   
3. After entering the code click Verify.
   
   
4. The Authentication Status will be changed once verification is completed.
   
   

The Status column displays the current stage of the process.

Verification required: The email address has been added, but ownership hasn't been verified. Enter the verification code sent to the mailbox.

Authentication pending: Verification is complete, but mailbox authentication is still pending.

Authentication required: Verification is complete, but authentication must be completed before the email address can be used.

Authenticated: Verification and authentication are complete. The organization email address is ready for use by its assigned users.

Follow the action indicated by the status to complete the setup.

Note

• If the confirmation code has not been delivered, you can choose to resend it by clicking on the resend again link.
  
• The confirmation code is valid for 15 days only.
  
  If the Organization Email Address has not been confirmed by then, the code will expire and it has to be resent.
  

Use an organization email address in custom functions  

Manage Organization Email Address

You may want to edit Organization Email details at times.

1. Go to Setup > Channels > Email > Email Configuration and select the Organization Emails tab.
   
2. Click on the organization email address you want to update.
   
3. Edit the display name or update the users, roles, profiles, user groups, or territories that have access to the address.
   
4. Click Save.
   

Delete an organization email address

To delete an Organization email

1. Go to Setup > Channels > Email > Email Configuration and select the Organization Emails tab.
2. Hover the mouse on the Organization email address for the delete icon.
   
   
   
3. Click on the Delete icon to delete the Organization email addres
   
   
   

Note

• When you try to delete an Organization Email address that is used in multiple functions, you will be prompted to replace it with another existing Organization Email address and then delete it.
  

View emails sent from an organization's email address

Zoho CRM gives you the option of viewing the emails sent from/to the organization email.

• The mails sent through the Organization email can be seen under the respective record details.
  
• Similarly, when the Organization email is specified in the reply to field, any reply will automatically be sent to the Organization email.
  

Note

• You can navigate to the previous or next email from within an email by using the navigation buttons.