Am I missing something?
HI
I'm trying to navigate quickly between applications now that I'm all set up. But I'm starting to realize that I've either set it up wrong, or I don't understand something fundamental. My problem is with contacts, and emails. There are a lot of different ways to access these. From Gmail, from Sales In box, from contact manager and from zoho mail. But none of those services link in with my crm. Zia doesn't see any of my contacts anywhere, and I'm generally having a very difficult time making it work as I suspect it should. Can anyone help?
Thanks
I'm trying to navigate quickly between applications now that I'm all set up. But I'm starting to realize that I've either set it up wrong, or I don't understand something fundamental. My problem is with contacts, and emails. There are a lot of different ways to access these. From Gmail, from Sales In box, from contact manager and from zoho mail. But none of those services link in with my crm. Zia doesn't see any of my contacts anywhere, and I'm generally having a very difficult time making it work as I suspect it should. Can anyone help?
Thanks
Topic Participants
Mathieu Laflamme
Ishwarya SG
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________