Enter a name and description for your inbox.
Select the team under which you want to create the inbox.
You can create an email inbox either via email forwarding or via POP. If you hold Microsoft accounts, you can connect them easily via oauth verification. Select your channel, fill in the information and click Next.
To send out emails from your inbox, you should associate sender addresses. You can associate the source address and other addresses also. Select from the list of sender addresses added to your organization
or create new.
Note that you cannot send out emails unless you associate a sender address with your inbox.
The users you've added will have "Member" role for this inbox by default. You can change roles anytime from
You can also skip this step here and add members later from inbox settings.
Here you'll find the following options:
After you've created the inbox, it will be listed in the left pane under its team. Click the inbox to view all the messages received in it.
There are three default user roles that an inbox admin can assign to the team members.
The permissions given to these roles are as follows:
In addition to the activities a member can perform in an inbox, admins can Delete a thread permanently.
If you do not assign specific roles to users, they will be "Members" by default. You can change the role of users anytime from the inbox settings.
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.