Admin Functions
Email Parser
To know what's new and what has changed in the all-new email parser, visit this transition document. What is email parser? Email parser is a data extraction tool in Zoho CRM that helps an organization in various business functions such as lead ...
Organization Email Address
When you want to send emails representing your organization, you can make use of the Organization Email address. For example, when a person from sales team wants to send emails, they would prefer to send mails with email addresses that represents ...
Email Authentication
In this digital era email forms a major part of communication in every business or organization. Companies often use different domains to deliver the message to its recipients. In such cases, it's crucial to establish an email policy that can define ...
Setting up Email Relay
Understanding Email Relay and its benefits Email Relay allows you to route emails through your (company's) server while sending emails from Zoho CRM. Once the relay server is set up, the sent emails will follow a path like this: Zoho CRM -to- Relay ...
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 firm may be required by the legal ...
Setting Email Preferences
CRM users perform a variety of activities depending on their position in the organization and as a part of individual's job responsibility. To accomplish these activities the administrators provide users with appropriate access levels to various ...
Email Parser — Overview
Email Parser — An Overview One of the most important and foremost steps in the sales process in any business is lead generation, as the quality of leads generated ultimately determines business growth and revenue. It is also one of the most tedious ...
Emails Deliverability in Zoho CRM
What is email deliverability? Emails are a cornerstone of customer communication. They offer a direct and effective way to convey tailored messages to specific audiences, which is essential for maintaining connections and ensuring that the right ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...