Email
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 ...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 ...Email Configuration for IMAP and POP
This feature is opened in a phased manner and will be accessible only to the selected users. In Zoho CRM emails can be integrated from any service provider through IMAP and POP. In addition, email integration can also be provided through API for ...Configuring Email Compose Settings
Emails are an integral part of business communications. From discussions to fixing meetings, sharing important documents to engaging interested prospects, all veritable business activities revolve around emails. Though businesses follow a standard ...Adding SPF and DKIM Records to DNS Settings
Email authentication allows organizations to retain the trustworthiness of the email's origin, when they send emails from Zoho CRM using their domain. In order to authenticate the emails, they need to validate the following authentication standards: ...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 setup, the sent emails will follow a path like this: Zoho CRM -to- Relay ...Dealing with bounce warnings
About Bounce Warnings If you have received a bounce warning, it means that your email bounce rate has exceeded acceptable limits. It can be frustrating to discover that your emails have bounced, however, it is more important to understand what caused ...Different Types of emailing options
Email features in Zoho CRM can be looked at, in two levels: Native emailing features: Let's say you wish to send an email to a lead, but you don't have your email address configured in CRM. In such a case, can you send an email from CRM? The answer ...FAQs on Email
1. I have a limit of 500 emails per day but can send only 300 emails, as duplicate emails get sent to the same contact. How can I prevent duplicates from being sent while sending mass emails? You can prevent duplication by enabling a duplicate check ...Sending and Receiving Mail
Get the sales context to your email communication by sending and receiving emails from right within Zoho CRM. With the Zoho Mail Add-on, you can send Emails to your Leads, Contacts and Deals modules. You need not switch to your email service to ...Comparison Between Different Emailing options in Zoho CRM
A sales professional's primary tool is the CRM, yet most of his communication with customers happens via email. He is required to constantly switch between CRM and his email inbox to follow up with prospects and update sales details. The primary ...Email Limits
In Zoho CRM, you can either send bulk emails or individual emails. Following are the limits for sending emails based on your account's Edition. Please note that email limits will be set based on the organization's time zone. Mass emails and emails ...Using BCC Dropbox
When you use multiple email accounts for business, your email communication will be recorded in various mail clients. You can converge all these business communication in a single place, in your Zoho CRM account. For this, you need not configure your ...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 ...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 ...Email Parser
An Email Parser is designed to automate the process of adding records to Zoho CRM by extracting information from incoming emails. The leads' details can be extracted by the email parser and added directly to your CRM records. For example, imagine you ...Understanding Email Bounces
Sometimes when you send emails from Zoho CRM, you may notice that the mails have bounced and as a result, not delivered to the recipients. Following are some frequently asked questions on what bounces are and how you can overcome them. What are ...Sending Mass Emails
One of the most important activity in business is communication with the customers and the best way to do so is through emails. Zoho CRM provides the option of using mass email to reach a large number of customers. You can also create auto ...Email Insights
Email, to this day, remains a primary mode of communication with the customer in any organization. When you send mails to several customers via a CRM, it becomes increasingly difficult to keep a track of each individual's activity on your email. Did ...Emails in Zoho CRM - An Overview
The primary problem with having CRM and a communication channel independent of each other is the lack of sales context. Following are the top three benefits of activating email in Zoho CRM. Contextual view of email conversations with a customer: A ...Email Association With Deal
There can be instances when a contact that you handle has multiple deals associated to it. In that case, to follow-up or close a deal you would prefer to see the emails distinctly marked to a deal, rather than having all the emails of the ...
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