Difference between integrating gmail into CRM and using Mail Module

Difference between integrating gmail into CRM and using Mail Module

We would like to use Mail Application eventually however having trouble getting more than one user recognised by one phone number.

In the meantime I thought we could use the Gmail integrations into the CRM and when the first issue is resolved install mail application and continue on.

Howver we have had a mess of an introduction re Books versus CRM invoices so I am cautious in regards to whether adding the Gmail/Integration will be a backward step and I should wait till the first issue is resolved.

Regards
Robin

 

      • 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. ____________________________________________________________________________________________________________