I have integrated Zoho mail with CRM, and created a filter for emails from leads and contacts to be sent to a separate folder. I have created other filters too, but emails don't go to those specific folders. How can I solve this?

I have integrated Zoho mail with CRM, and created a filter for emails from leads and contacts to be sent to a separate folder. I have created other filters too, but emails don't go to those specific folders. How can I solve this?

When you're using multiple filters, you may have problems with the ordering of those filters, and the conditions in some filters may also be conflicting with others.
An easy way of avoiding this is by defining a 'ToMe' filter, which will ensure that you don't miss out on the emails that are addressed directly to you, from leads, contacts, deals and others. This will ensure that you're always aware of the emails that need your attention.
Read more about the various ways to create smart filters and avoid the email clutter here.




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