How do I add a signature to all my outgoing emails?

1. Click Setup > Channels > Email > Email Configuration.
   
2. In the Compose page (Email Configuration), Scroll down for the Email Signature section.
   
3. Click on Add New Signature.
   
4. Specify the signature in the editor and select an email address from the drop-down.
   
5. Click Save.
   

1. Click Setup > Customization > Templates > Email Templates.
   
2. In the Email Templates page, select the email template from the list and click Edit.
   
3. In the Edit Email Template page, select Merge Fields and specify the user signature where needed.
   
4. Click Save.
   

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What happens to the bounced emails?

How can I add a logo to my signature?

You can add a logo/image in you signature by following the steps given below:

To add an image/logo to your signature in Zoho CRM,

1. Go to Setup () > Channels > Emails > Email Configurations > Compose > Email Signature and click Add New signature.

2. In the Signature popup, select an email address from the drop down and enter your signature details. 

3. Click the Insert Image icon if you want to select an image. 

4. Select the image URL or browse for it from your files.

5. Click Insert Image.

6. Click Save. 

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Do you track bounced emails in Zoho CRM?

1. Bounced email notifications for mass emails are not tracked in Zoho CRM.
   
2. However, if the user has configured Zoho Mail Add-On, notifications about bounced emails can be tracked only for individual emails (but not mass emails). The notifications are sent to the user's primary email address that has been configured.
   

See also: Send Mass Emails

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Why is my signature not populated in the email messages that I send from Zoho CRM?

There are two ways to send emails:

1. You can send it from the Email tab (through Zoho Mail)
   
2. You can send it from within a specific record (Leads, Contacts etc.)
   

When you send it through the Email tab, the signature that you had added in Zoho Mail, will be populated in your email. Whereas, when you compose an email from within a lead or contact, the Zoho CRM signature will be populated.

Note: Please ensure that you have the signature enabled for each mode of sending emails.

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How can I filter emails from the same senders? How can I mark an email that needs to be answered and get daily alerts until it is answered?

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I have a group email address which goes to two users. I want to automatically forward any email that comes into the group email address to an external email account as well. Can this be done?

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Can I send automatic replies to custom emails? For instance, when some of my teammates send emails to a group email ID I have created, I would like to send them an automated 'Thank you' email. Is this possible?

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Emails that should be in my inbox end up going to spam. How do I prevent this?

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How do I save the attachment from an email to a CRM Record?

Emails received from the customers or colleagues may contain attachments that you would want to save in the CRM record for quick reference. Instead of downloading or attaching the files manually you can use the "Add to attachments related list" option. Other members of the organization, who have permission for a record can easily refer to the attachments when needed without going through the string of email communications.
Any image, document, file attached in the email can be directly added to the attachments in the record's related list.

We hope that this list of frequently asked questions about Email is informative. If you still have questions that haven't been addressed, please let us know here. We will be happy to discuss them with our subject matter experts and add them in the future. And please don't forget to share your rating below :)