How can I set up an email account to share all customer emails with other users?
You can set up an email account to share all customer emails with other users by following these steps:
- Click Setup > Channels > Email.
- In the Zoho Mail Add-on page do the following:
- Choose the Mailbox that you want to configure within Zoho CRM.
- Choose the Account with the complete sharing option.
- In the Exclude Domains field, specify the Email domains to be excluded from sharing.
- Click Save.
Related Articles
Emails in Zoho CRM - An Overview
The primary problem with having CRM and a communication channel independent of each other is the lack of sales context. Following are the top three benefits of activating email in Zoho CRM. Contextual view of email conversations with a customer: A ...Setting up Email Sharing
A Zoho CRM user's emails can be shared with other users in the organization's CRM account. You can choose to share all the emails, share only the emails from selected customers or keep your emails private. The email sharing settings can be configured ...Registration Form for Guest Users and Customer Portal Users
Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. When customers book appointments, they are required to specify details like their name, ...Set up your Organization Account
As an administrator your first step towards implementing Zoho CRM for your organization will involve entering details in the personal settings and defining the organization details, which will be visible to all users across the departments. You will ...Providing Multi-brand Customer Support
Your brand distinguishes the products or services you offer from those of others. As much as your brand you must be unique and consistent with your customer service. Multi-brand customer support in Zoho Desk allows you to distinguish the identity of ...