Integrating Mail, CRM and contacts
Hi all,
Maybe you could give me an answer to the question below. For me, it is important
whether this is feasible in Zoho
Assuming there are three objects:
1. Contacts
2. Leads (Leads are actually contacts in the preliminary stage)
3. Emails
Further, there are 3 employees in our company
Employee 1
Employee 2
Employee 2
My question:
Can the zoho one system provide either or both of the following ?
- employee 1 clicks on a contact / lead A, and then emplyoee 1 sees all the corresponding mails that employee 1 has sent to or received from contact/ lead A.
- employee 1 clicks on a contact / lead A, and then emplyoee 1 sees all the corresponding mails that employee 1,2 and 3 have sent to or received from contact/ lead A.
Thanks
Paris
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. ____________________________________________________________________________________________________________