Email Configuration
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 ...
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 is a process that enables organizations to maintain the credibility of the email's source when they send emails from Zoho CRM using their own domain. To authenticate the emails, they must verify the following authentication ...
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 ...
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 Association With Deals
Viewing contact roles' emails within a deal's record and linking them with deals is available for all users in all DCs, for organizations whose users have have all switched to the latest email configuration. Email conversations play a vital role in ...