Some customer interactions begin through e-mail. At any point, you can create a
CRM contact and tasks directly from your Zoho Mail interface. You just need to choose 'Add
to CRM' from the 'More Options' drop-down in Zoho Mail. Not only that - but
after creating the contact you can also immediately add a task (for example, to
follow-up with the contact or send a document). And of course, to keep the data clean, Zoho
Mail will advice you if that particular contact already exists.
To add Contact in CRM
- Log in to Zoho Mail
- In the Inbx, open your customer email
- In the Mail body section, click on More Options > Add to CRM link
New contact will be created in your CRM account. While creating a contact, Last Name and Email fields are filled. Later you can update other fields.
To add Task for Contact
- Log in to Zoho Mail
- In the Inbox, open your customer email
- In the mail body section, click on More Options > Add to CRM link
- In the Add to CRM pop-up box, click OK
- In the Zoho CRM - Add Task to Contact page, fill the subject, due date and task description.
- Click Add task
In Zoho CRM, new task will be created for the contact.
Important Notes
To create contacts/ tasks in Zoho CRM:
- You must have Zoho CRM account
- You must have permission to create contacts. For more information, refer: Managing Profiles chapter
- You must have permission to create tasks. For more information, refer: Managing Profiles chapter
