The next step to setting up the Zoho Mail account is to configure the Zoho Mail Add-on for Zoho CRM. This is an important step, which enables the additional email functionality in Zoho CRM. Configuring the Zoho Mail add-on allows you to either keep the customer-specific emails in your Zoho CRM account (Private) or share with other users within the account (Public).
Administrator Functions
The important functions of the Administrator in the process of configuring Zoho Mail add-on for CRM are:
In the Organize Tabs page, make sure the Emails is selected.
Click Save.
Select Emails in the Lead/Contact Page Settings
Log in to Zoho CRM with Administrator permission.
Open Setup > Lead Settings > Organize Lead Details page.
In the Organize Lead Details page, make sure Emails option is selected.
Click Save. Follow the same procedure in Contacts module.
Activate Zoho Mail Add-on to Users
Click on Setup > Subscription Manager > Activate Users
In the Activate Users page, click Edit and enable Zoho Mail Add-on check-box for the required users
Click Save
Notes: If the Zoho Mail Add-on is deactivated, users cannot perform the following:
Configure Zoho Mail Add-on
Fetch emails from Zoho Mail to CRM
View the Email tab
View Share Email and Users drop-down list options
View emails sent from Zoho Mail in CRM and vice versa
View Reply and Reply All options
User Functions
Once the administrator has configured and enabled the Zoho Mail add-on, you have to set up the mail account and configure the POP service for your email account.
In Zoho Mail, configure POP service for your email account.
For more information on configuring POP account in Zoho Mail, please refer Zoho Mail help
Configure Mail Add-on
While configuring Zoho Mail Add-on, either you can share the customer emails with other users (Public) or keep personal (Private) in your Zoho CRM account.
Do not Share Emails with Colleagues
Share Emails with Colleagues
Other Users cannot view your customer emails
Other Users can view your customer emails
CEO and other Top Management team can use this option to keep their communication with customers confidential
Sales Reps and Managers directly responsible for day-to-day customer interaction. Hence sharing of email communication helps management to take a better decision.
What you can do?
You can view others emails that are public
You can view others emails that are public
You can reply to others email
You can reply to others email
Other users cannot view your sent emails from Zoho Mail
Other users can view your sent emails from Zoho Mail
Others cannot view your received emails
Other users can view your received emails
Why there is no default Make PUBLIC?
To protect the privacy of email conversation with customer.
For example, John, newly joined sales manager in your organization adds CEO’s email ID as a contact in CRM. Now Adam, another Sales manager can view the conversation between John and CEO, which is not allowed in a real-time scenario.
To set up private email account
Log in to Zoho CRM.
Click on Setup > Add-ons > Zoho Mail Add-on.
Select Private Account.
Select a mailbox to configure within Zoho CRM.
Click Save.
To set up shared email account
Log in to Zoho CRM.
Click on the Setup > Add-ons > Zoho Mail Add-on link.
In Zoho Mail Add-on page do the following:
Select the Share Email option.
Select the mailbox that you want to configure with CRM.
Select the required mail box.
Enter your Zoho password.
Click Save.
FAQs
Click Here to read the frequently asked questions on the Zoho Mail Add-on
