CRM | Zoho Mail | Knowledge Base

Zoho Mail
Managing Zoho Mail Add-on Users
The Zoho Mail Add-on helps you to manage all the customer correspondence within your Zoho CRM account. It helps you to keep track of all the email communication between the customers and the CRM users. In addition to this, as an administrator, you ...
Integrating Gmail with Zoho CRM
Zoho CRM allows you to retrieve your emails from Gmail within your CRM account. All you need to do is configure the POP settings and select you Gmail account as the mailbox. Follow the steps given below to integrate Gmail with Zoho CRM: Enable POP ...
Adding Details from Zoho Mail
Most of the customer interactions are through emails and so, Zoho Mail provides an easy way to collect the contact information and store it in your Zoho CRM account. When a prospective customer sends an email, you need not manually add the Lead ...
MailMagnet - Overview
Zoho Mail Add-on helps you manage all of your customer correspondence within your Zoho CRM account and track the email conversations that you have with your customers. What are you missing then? Within Zoho CRM, you have an inbox full of important ...
Zoho Mail Add-on - Error Messages
The error messages you may view while configuring the Zoho Mail Add-on are: Mail Box (yourmailID) you have configured earlier is not reachable. Please select a new "Mail Box". One of the instances why this message will display is when you change the ...
Sending and Receiving Mail
Get the sales context to your email communication by sending and receiving emails from right within Zoho CRM. With the Zoho Mail Add-on, you can send Emails to your Leads, Contacts and Deals modules. You need not switch to your email service to ...
Configuring POP Account
Configuring your email account with Zoho CRM via POP3 protocol is updated and is being released in a phased manner. For those organizations with the new update, click here to learn more. Set up email account via POP3 Zoho CRM lets you configure a ...
Configuring IMAP Account
Configuring your email account with Zoho CRM via IMAP protocol is updated and is being released in a phased manner. For those organizations with the new update, click here to learn more. Cleanup Policy As part of our cleanup policy the IMAP sync will ...
Zoho Mail Add-on - Overview
Email communication has changed the way we do business today and having the Zoho Mail Add-on within your Zoho CRM system empowers you to have this important communication channel level the playing field between you and the big businesses. With the ...

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