How to Associate multiple contacts with deal in Sales Inbox
Hello, I have many deals that have multiple potential customers associated with a single deal, for example an engineer and a manager. The manager is the Deal's primary contact in CRM and the Engineer is added to the deal in the "Contact Roles" Associated
What should I be using Salesinbox or Zoho Mail
Hi everyone, I again find myself a little confused by the Zoho offering. I am a long time Zoho CRM and Zoho mail user. About a year and a half ago, Zoho mail had a major update and things like streams were added. We have learned to use the new features, although I am sure not to their fullest. Now while getting help with an issue that I had with emails associated with Contacts in CRM, I now have just discovered that I have Salesinbox. OK, so it looks pretty cool, but now I find myself again in
When Using Sales Inbox Does Move to Trash delete email in CRM Email list?
Using Sales Inbox Does seletcting move to trash remove the email from the CRM Contact record email list?
Sent emails from CRM, not in ''Sent'' folder in Salesinbox
Hi, When I send a email from the CRM directly to a client, the email I sent is not visible in the ''SENT'' folder in my Salesinbox. Is it normal ? Thank you,
SalesInbox attach e-mail to deal
Hello, I have setup and started using the SalesInbox feature in Zoho. I could not figure how to attach an e-mail to a deal in the SalesInbox. Our company is dealing with a lot of partners, and I will for example receive in the same day 5 e-mails from the same contacts but that should be associated with 5 different deals, how would I go about that? At the moment, it seems that the only solution is to use the Outlook Plugin in Outlook to attach those e-mails.
Full width email SalesInbox
Hello I would I am creating an email template which I will use for general emails. On testing, the template part of the email comes out small but I would like this to be full width. How can I do this? This is what it looks like when I receive the test email.
noreply@zoho.com - SalesInBox
I do not want our company emails to be arriving as from noreply@zoho.com. I can specify a reply address, but that does not change how it arrives in my customers email. How do I change the from address to be my address?
Salesinbox error
My salesinbox say "Message received from your IMAP server CONNECT ERROR"
Arrange emails
I need a feature. I have a company in accounts section that work for some clients. I want to arrange emails that I sent or received from company to related client. (on client page)
Product sales
How to convert Leads to sales using zoho crm?
salesinbox and CASL
How does ZSIB handle CASL and the concept of email validation filter. Where you have a scenario where your client has marked as email unsubscribe for marketing but you still need to communicate with them regarding their account. thanks
Session exists
Hello, I get a red notice at the top saying Session Exists, Can please advise on this see screenshot here http://d.pr/i/cSD2
''Colleagues'' column with different domain
Hi, In my company we have 2 emails domains, @domain1 and @domain2. My problem with Salesinbox, is all the emails I received from my collegues with the @domain2 aren't showing up in the ''Colleagues'' column, but in ''Contacts & Leads'' instead. How can we fix this. Thank you,
Archiving
Hi, There does not seem to be a good option for archiving mail in Salesinbox (using gmail as the backing service). Is there a way to do this? While I am at it, is there a snooze option? Thanks!
Message bouncing back
I am getting message bouncing back when sending message through salesinbox This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: email@emai****.com host outbound.mailspamprotection.com [61.15.20.222] SMTP error from remote mail server after end of data: 550 Maximum line length exceeded (see RFC 5322 2.1.1). Looking forward to your answers.
I would like to use SalseInbox...How can I access it?
I would like to use Saleinbox...How can I access it?
Secundary e-mailaddresses
Hi, I am a heavy user of Sales Inbox. This has changed my life! One suggestion: some of my contacts have 2 mailaddresses in the same domain that act as aliasses. For instance: my john@zylker.com = john.doe@zylker.com Sales Inbox does not recognise this as the same person. I have tried addding one of the mailaddresses in CRM as second e-mail but still, mails coming from this person do not get recognised as a single person. This is a handicap that could be overcome by adding the secundary e-mail as
Maximum capacity can distribute to each each users
Hi Ms/Mr., i would like to ask regarding the maximum storage capacity can distribute to each users? Thank you.