Скачать или смотреть How to Connect Emails to Zoho CRM: A Step-by-Step Guide

Connect Emails to Zoho CRM: This works for Outlook, Gmail and other types of email client. Improve your email deliverability.

This video provides a step-by-step guide on how to connect your emails to Zoho CRM. The process emphasises the importance of sharing customer communications with team members. It covers key actions such as selecting an email service, recommending using IMAP to keep a copy of emails on both the server and CRM, how to authenticate a domain name for ensuring emails land in customer's inbox, and setting up organizational emails. This video is ideal for anyone wanting to improve their customer relations through effective email synchronization in Zoho CRM.

00:00 Introduction to CRM Email Integration
00:18 Navigating to Email Settings in Zoho CRM
00:32 Choosing Your Email Service and Configuration
00:50 Logging in and Connecting Your Email Account
01:05 Viewing and Sending Emails from CRM
01:20 Authenticating Your Domain for Email Deliverability
01:44 Adding and Activating Your Domain in CRM
02:09 Conclusion and Next Steps

Download the free the Zoho One setup checklist and get all the skills you need to make your Zoho One implementation a success: https://cart.relevate.com.au/zoho-set...

We are Zoho Partners. We can help you get the most out of your platform investment and help you take your business to the next level. Work with us: https://relevate.com.au/zoho-one/

Join the free Relevate Community and get in dept guides, tips, tricks and tutorials on how to grow your business with digital skills and technology: https://community.relevate.com.au

Or join our Digital Accelerator membership and take your business to the next level: https://join.relevate.com.au

Sign up for Zoho One here: https://store.zoho.com.au/ResellerCus...

Tag us as your partner: https://relevate.com.au/zoho-one/

#veteran #avoncollis #businessautomation #veteranownedbusiness #zohopartner #zohoexpert