Emails not showing up in some leads
Hi,
My sales reps are using the Gmail integration for email. From my understanding, emails to/from a lead with a matching email address, will show up in the Email section of the lead.
Sometimes they do.
And sometimes they don't.
What kinds of things may prevent emails from being brought into the lead record so we can troubleshoot? We have confirmed that the email in the lead record matches, exactly, the email address that is being used to communicate with the lead.
Thanks!
MC
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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. ____________________________________________________________________________________________________________