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 information in your Zoho CRM account. From within Zoho Mail you can add the email address as a lead in CRM. In addition to this, you can also add customer details as Contacts in CRM and create related Tasks, Events, Notes, and Deals for the contacts. This option will be available only if you activate the Zoho Mail Add-on feature.
If the email address in the email is not available in your CRM account, you can add the customer details available in the email as Leads or a Contact in Zoho CRM.
To add as lead/contact in CRM
If the email address in the email is already added as a contact or lead in your CRM account, then you can add tasks, events and notes for the leads/contact from withing the email . In addition to these, you can also add a potential for a contact.
To add a task
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.