Emails
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.
Change Default Email Dialog Box Size
The email dialog box size (image below) generates based on a combination of your screen size and browser size. If you can not see the send, attachment or formatting bar (highlighted in yellow) you can: - Maximize the window (red arrow below) - ...
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 ...
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 Click here for instructions to re-activate your email.
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 ...
Emails are marked as read before the contact actually opened it
Zoho CRM places an invisible image on each email sent via the CRM email tool. When this image is downloaded, the email is marked as read. If you preview the email in the Zoho CRM email section before the they do, the image will be downloaded and it ...
Email are not appearing while on a Contact record
Emails: Adjusting your email views while on a contact While on a Contact record there are a few options to view emails that have been sent to that contact. To change your views: Open your contact Click on Emails on the left menu bar Change the drop ...