Messages and emails in Zoho CRM iOS app

Messages and emails in Zoho CRM iOS app

Messages 

One-on-one text messages can be sent from your app to your customers for quick communication.
 
Scenario 
Oliver is a sales representative at Zylker finance. He tries calling a lead from her CRM app, but the call goes unanswered.
 
To stay proactive, he opens the lead's record and sends him a text message saying "Hi Rahul, I tried reaching you earlier regarding your loan inquiry. Let me know a good time to speak."
 

To send a  message

  1. Open the record and tap on the More icon ().
  2. Select Message.
  3. Type out your message and send.

Email 

You can send emails to your customers directly from the app to share professional updates and information.
Notes
To send emails, make sure your email account is configured in Zoho CRM web app. Read more

To send emails 

  1. Open the record.
  2. Tap on Email under the record header.
  3. Compose your message or choose a template from More options ()
  4. Tap Send. 
Notes
Email templates can only be created from Zoho CRM web app. Learn more


  1. To add attachments to the email, tap the Attachment icon ().
  2. If you have integrated Zoho Survey with Zoho CRM, you can include a survey in your email by tapping the More options icon () and selecting Insert Survey Link. 

 To filter emails 

The Emails related list displays all sent and received emails associated with a record. You can apply filters such as Emails sent from CRM, All IMAP shared users, All users, or an individual IMAP shared user.
  1. Open the record.
  2. Go to the Related List and select Emails.
  3. Tap the Filter icon ().
  4. Choose the filter you want to apply.