Zoho Expense App - How to Get Your Email Receipts Auto-Scanned to your Expense Account
Read the following Blog post and enable this great new feature:
Get Ready to Sell on the Go with Zoho Mobile
A mobile CRM is not a downsized version of the desktop CRM. It’s a more specialized and dedicated platform aimed at higher productivity. In the mobile version, you concentrate on what matters most. In this ebook, find out about the useful features ...
Zoho CRM Email Set-Up with O365 App-Specific PW
Follow these instructions for setting up your O365 Email sync to Zoho CRM when Microsoft two-factor authentication in activated: Follow App Specific PW steps first, then copy PW Then login to CRM, click gear to access Settings/Channels/Email Choose ...
Email Message Headers Overview
The following post will assist your understanding of email message headers, which can be helpful when troubleshooting why Zoho emails are landing in Spam Folders: Message headers give away some important details like: Source of an email (From ...
Setting up Email Sharing Permissions in Zoho CRM
Setting up Email Sharing Permissions Emails exchanged with customers contain important information that may be required for reference by several other teams who are involved in the business process. For example, a contract agreement exchanged with a ...
Creating and Using Email Templates in Zoho CRM
Creating Email Templates Communicating with customers is an important activity in any business scenario. Zoho CRM provides Email Templates to send one message to multiple recipients. Email templates can be also be used to send Mass Emails to ...