What will happen if I change the email address of a Lead or Contact in CRM?
If you change the email address of a Lead or Contact in CRM, the previously fetched emails (with the old email address) will not be available in CRM. Only the new emails (with the new email address) will be fetched in CRM. If you had enabled the email sharing option earlier, that option will get disabled. You have to enable the email sharing option again for that particular lead or contact. The older emails will however be available in Zoho Mail.
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Will a duplicate lead/contact be added in CRM through the Card Scanner App?
If the lead/contact already exists in CRM, then while saving the record in the Card scanner app you will be prompted to merge the records. Also, note that email address is considered as an unique field by default, so the records will be skimmed for ...
Contact Scoring
Contact Scoring is an effective way to manage and analyze your contacts, helping you discover quality contacts and giving you insights about their stage in the sales funnel. Contact scoring is all about giving scores to your email recipients based on ...
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Lead Scoring is an effective way to manage and analyze your leads, helping you discover quality leads and giving you insights about their stage in the sales funnel. lead scoring is all about giving scores to your email recipients based on their ...
Can I change the email address of my Zoho CRM account?
No, it's not possible to change the email address of your Zoho CRM account. However, you can change the email address of your Zoho Account, which will be applied across all the Zoho products that you are subscribed to. Follow these steps to change ...
Sales process: Lead generation
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features A sales process is a framework of a repeatable set of steps that a salesperson or the sales team takes to move a ...