In this option, users can share the Emails received from all leads and contacts. Other users can view your received Emails from the all customer records. Since Emails from all the records are shared globally, you cannot view the Share Email check box in Lead or Contact page.
Who can use this option?
Sales Reps and Managers directly responsible for day-to-day customer interaction can use this option.
What can you do?
- You can view others Emails that are public
- You can reply to others Email
- Other users can view your sent Emails from your email inboxes
- Other users can view your received Emails
How can I restrict sharing of Emails from colleagues and specific customer domains?
You can restrict viewing of Emails from your company Email domains and specific customer domains by excluding the required Email domains. With this option, you cannot view the Emails received from these excluded domains like personal account. Please note, in this option emails received from other Email domains are globally shared with all users in your Zoho CRM account.
Why there is no default for a "Complete Sharing" option?
To protect the privacy of Email conversation with customer.
For example, John, newly joined sales manager in your organization adds CEO’s Email ID as a contact in CRM. Now Adam, another Sales manager can view the conversation between John and CEO, which is not allowed in a real-time scenario.