Add leads or contacts
Add notes to the CRM records
Create new activities for the leads or contacts
View campaigns associated with the leads or contacts
Associate leads, contacts, and deals emails to their record
Log into your Outlook account.
Select an email and click Get Add-ins icon.
You will be redirected to the list of Add-ins for Outlook.
Alternately, click the More (...) icon and select Get Add-ins from the dropdown list.
In the search bar, type Zoho CRM for email and click Add.
Once the installation is complete the Zoho CRM for Email add-in will be pinned in your email for quick access.
Once the add-in is installed, Zoho CRM for Email option will be displayed under the list of add-ins. You can click on the down arrow on the top panel of your emails to access it. Once you click on the icon a separate section for Zoho CRM for Outlook will be added to the right side panel in your inbox.
All Deals - View all the deals created or added in your CRM account.
All Campaigns - View all the Campaigns assigned to the contacts using your CRM account.
All Accounts - View all the accounts created or present in your CRM account.
Choose any email from your Outlook inbox.
Click Zoho CRM for Email, from the drop-down arrow.
If the user is not added as lead or contact, Add Lead or Contact option will be displayed.
Click either Lead or Contact tab.
Enter the details.
Click +more fields to add additional details.
Click Add Lead or Add Contact.
To associate an email
You can convert a lead to contact right from your outlook inbox. While converting you can add the contact to an existing account or create a new account. You can also choose to notify the record owners of the account or contact about the record addition.
To convert a lead
Choose an email from the outlook inbox.
Click the More icon > Convert.
In the Convert Lead popup, check Add to existing contact or Create new contact.
Check Notify record owner.
Choose an email from your inbox and click the drop-down arrow.
Click the Activities tab and go to Create activities.
Click the Add note option to create note
In choose an activity, select task, call or event.
You can only view the campaigns that a lead or a contact is associated with.
To view campaigns
Choose an email and click the down-arrow.
Select the Campaigns tab.
All the campaigns that are associated with the lead or contact will be displayed.
You can deactivate the add-in whenever required from the manage add-in option under the MS Outlook settings. The leads or contacts added through the add-in will be retained as is after deactivation.
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Make the most of Zoho CRM with these useful tips.