Creating Personal Inboxes | Zoho TeamInbox

Creating Personal Inboxes

  
Personal Inbox is your private space within Zoho TeamInbox, where you can configure and connect your individual account with your account in Zoho TeamInbox. You can now manage all your individual emails and shared emails from a single interface, which offers intuitive Inbox friendly features to send/ receive emails. Personal Inbox offers a lot of features like Snooze, Archive, Tags, Share Drafts etc. to help you manage your Inbox better, and also collaborate within your emails.
 

Steps to create Personal Inbox in Zoho TeamInbox 

1. Login to Zoho TeamInbox.
2. Click the Plus icon in the top right corner of the left pane.
3. Select Create Inbox and choose 'Personal' to create a personal Inbox.
4. Provide a name for identification along with a description. Click Next .
5. Choose the 'Channel' for your Inbox.
 
Note : Channel denotes the mode in which you will receive emails in the Inbox. Currently we support 'Email forwarding' and 'POP' modes to bring in your emails. In case your source account is Microsoft Office, you can also connect via 'OAUTH' verification.
 
6. Provide your source email address.The source email address is your personal email address, which you want to manage using TeamInbox. 
7. In 'Forward emails to', provide an alias username. In case you do not provide an alias username, TeamInbox will automatically generate an email alias and display the details.
8. If you have chosen email forwarding as your channel, you need to configure auto email forwarding to this 'TeamInbox' email alias, to start using TeamInbox for newer emails.
In case of 'POP', provide the incoming server details, username and password to retrieve your emails from the source account via POP.
9. Click Create Inbox .
Your Inbox will be created and your incoming emails will now be available in your TeamInbox account, based on the channel you have opted.
10. To send/ reply to the emails, you need to configure 'Personal sender address'.
Associate a personal sender address for this account.
It is highly recommended that you use the source email address of your Inbox as the sender address also.
You can also associate other email addresses as your sender address. You can select from the list of personal sender addresses added to your organization or even add a new personal sender address. Refer here for more details.
11. Configure the default settings for your Inbox:
  1. Automatically set source address as CC - In case you use a different sender address, you might miss the replies in the source account. Turning this on will ensure that the entire conversation is available in your Inbox even if you use other email addresses to send emails.
  2. Read receipt for outgoing emails : Turn this on to make the 'Ask Receipt' option available by default when you compose emails.
  3. Set default sender address : Choose a default sender address from the dropdown box for the emails to be sent from this inbox.
  4. Set display name for outgoing emails : Turn this on to use a common display name for all emails to be sent from this inbox. The sender's name will be used by default.
12. Click Save Changes .
After you've created the inbox, it will be listed on the left pane under My Inboxes. Click the inbox to view all the received emails.



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Setting up Personal Inbox

                                                                                                    Setting up Email Signatures An email signature displays professionalism and helps in maintaining an identity every time you send out an email.   Create signature templates for your Personal Inbox and choose the relevant signature to be sent out while ...
                                                                                                  • Managing Personal Emails

                                                                                                    Composing a Personal Email Zoho TeamInbox lets you to compose an email and send it from your personal inbox. This way you don't have to go to another application every time to send out personal emails, you can manage them right from Zoho TeamInbox.   ...
                                                                                                  • Creating inboxes

                                                                                                    Create inboxes under your teams, channel your communications to them, and manage all your internal and external communications from Zoho TeamInbox. Add people to your inboxes and assign them with definite roles.  Below are the steps to create an ...
                                                                                                  • Understanding Personal Inboxes

                                                                                                    Personal Inbox is your private space within Zoho TeamInbox, where you can configure and connect your individual account with your account in Zoho TeamInbox. Until now, Zoho TeamInbox would have served as the ideal platform for team collaboration, ...
                                                                                                  • Understanding Inboxes

                                                                                                    The teams of your organization might be using various channels for their internal and external communications. The number of messages received and sent via these channels per user will definitely be huge. The users will then have to switch between ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources