CRM | Emails | Knowledge Base

Emails
FAQ: Working with Emails
How do I add a signature to all my outgoing emails? You can add a signature to all your outgoing emails. To customize your Signature: Navigate to Setup > Channels > Email > Email Configuration. In the Compose Settings (Email Configuration), scroll ...
Frequently asked questions on Emails in Zoho CRM
How can I view the status of emails sent or received in my CRM account? A CRM user can view the status of emails sent or received to the customers on the record detail page under the Emails related list. What are the different email delivery status ...
FAQs: Email Configuration
What is IMAP and POP/POP3 protocols in Zoho CRM? Zoho CRM allows you to engage with customers by sending and receiving emails from within your CRM, or sync third-party email accounts to CRM via IMAP or POP/POP3 protocols. IMAP is a protocol that ...
FAQs: Email Templates
Can I include only the first name or last name in the email template? Yes, you can use only the first name or last name in the email template as per your requirement. Let's assume you want to send an email where only the First Name of the lead needs ...
FAQs: Mass Emails
1. How do I send mass emails from CRM using my SMTP server? Mass emails can be sent via your SMTP servers using email relay. To set up email relays, you will have to connect your SMTP server with the Zoho CRM server. To configure email relay settings ...
FAQs on email bounces
Sometimes, when you send emails through Zoho CRM, you may observe that the emails have bounced and, consequently, were not successfully delivered to the intended recipients. Below are some commonly asked questions regarding email bounces and how to ...

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