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