Monday, January 25, 2016

ZOHO CRM - Easily find all your emails from Leads/Contacts

If you're using a POP3 Email integration with your Zoho CRM, ALL your email will be downloaded from your mail server and placed in the inbox folder.  You can quickly and easily view emails from Leads and Contacts two ways:

  • The little yellow envelope icon in the top Nav bar:
    • Simply click on the Yellow envelope icon.

  • Divert emails from Leads/Contacts into separate folder:
    • Click Setup->Personal Settings-> Email Setttings
    • Scroll down to Advanced Settings
    • Check the Consolidate all my emails... box
    • Choose Label or Folder and enter the name of the NEW label or folder
    • Click Save