Is there a way to log MH emails on the contact in the same place where CRM emails are logged?

Is there a way to log MH emails on the contact in the same place where CRM emails are logged?

Hi - 

I'm trying to do two things..
1 - build a report that shows contacts in the CRM that have not been touched by sales or marketing in X number of days. Our sales team is using sales inbox on the CRM side, and our marketing team is using MH on the marketing side. However, since (it seems to me) these things get logged in two different places, I can't get to this report done. 

2 - give my sales team an easy view into any touches we have had with a contact, regardless of sales or marketing. Again, the issue here is that they will have to go digging into the campaigns and the emails section rather than seeing it all in one place

It would be great if ALL touches were logged in one place, allowing the sales and marketing teams to get the full picture. 




      • 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. ____________________________________________________________________________________________________________