Thursday, February 25, 2016

ZOHO MAIL - forwarding an Email to a CRM contact

When you're working in the Zoho CRM Email Client and you want to forward an email to a CRM contact...

open the email that you want to forward
click the forward icon
click the little index card icon by the To line
a pop-up window will appear with two tabs, click the CRM tab 
enter some text in the window to search for the CRM contact you are looking for

Don't see the CRM tab?   You must configure your email in CRM under Personal Settings->Email Settings

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