Deactivate / Reactivate Email in CRM
1. Access Zoho CRM via your browser
2. Click on the gear in the top right corner
3. Click on email
4. Click on the Email tab
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Activate Email in CRM
1. Access Zoho CRM via your browser 2. Click on the gear in the top right corner 3. Click on email 4. Click on the Email tab 5. Click on Get Started 6. Click Office 365 7. Click on Configure 8. Enter or select your LE email address. Click Continue ...
Updating Email Password in Zoho CRM
1. Access Zoho CRM via your browser 2. Click on the gear in the top right corner 3. Click on email 4. Click on the Email tab 5. Click on You may be requested to provide a second means of authentication. Most users have elected to use the ...
Syncing CRM calendar to Outlook
1. If you are currently logged into CRM, sign out. 2. Click login to log back into CRM 3. Click on the dot dot dot icon 4. Click on Microsoft 5. Enter your LE email 6. Click next 7. Enter your email password 8. Click sign in 9. Click on the ...
Emails sent via CRM are duplicated
1. Click on the gear to open settings in your CRM. 2. Click on Email. 3. Store sent messages on the server is to be UNCHECKED.
Sharing OneDrive Document via CRM: Windows 10
1. Draft an email in CRM. 2. Click the paperclip icon. 3. Click on Desktop 4. Click on OneDrive - LE icon. 5. Click on LEFiles - Documents folder. 6. Locate and click file the needed file. 7. Click "Open" button.