Using @mention in Zoho CRM

Ever wish you could have the note you just entered on a record in Zoho CRM, also be sent to specific Users in your organization? You are in luck! The @mention feature in Zoho will help you quickly “kill two birds with one stone”. Watch this quick video to...

How to Integrate GMail with Zoho

Want to integrate GMail with Zoho and make GMail your default email program? To configure GMail with Zoho: https://www.zoho.com/crm/help/zoho-mail/configure-gmail-account.html Be sure to do steps 2 and 3 on that page. To make Gmail the default email package when you...

Connecting Zoho and Outlook

Integrating your favorite applications is easy with Zoho. You can download a plug-in to connect your Zoho CRM database to your desktop Outlook. If you are using only Outlook 365 on the web, go here for more info – https://www.zoho.com/crm/help/office365/ This...

Preventing campaign emails from becoming spam

Zoho Campaigns is a separate app from Zoho CRM that can be used to send out mass email messages to your clients and prospects. There are a couple of things that you can do to help ensure that your Zoho Campaigns emails get through spam filters. In Zoho Campaigns,...

Using BCC Dropbox

Zoho CRM lets you associate your emails to your Contacts and Leads, whether you are sending email from your phone, your iPad or your Outlook account. All you have to do is add your BCC Dropbox email in the BCC area of your email, then a copy of the email will be added...

How to Add Pop Email in Zoho CRM

One of the advantages of adding your email address into Zoho CRM is that it will automatically record all incoming emails where the email address is found in your database. To add your Pop email in Zoho, Login to https://www.zoho.com/crm/lp/login.html Click Setup,...