Problem: A contact sent and email to an email address that has been set up as an 'Organisational Email' in CRM. They sent me an email to this address however I can not see this email when I go to the Contact record in CRM. Why is this? Answer: ...
Problem: I am trying to attach documents to the email signatures from Zoho Docs, but when I click attachments it only goes to my desktop on my computer and doesn’t give me the option of being able to pick documents from Zoho Docs or Documents in CRM. ...
Please follow the steps below to enable the Copy Database option: Login to Zoho Reports. Open the database which you want to be copied to the other account. Open a table in the database and share it to the recipient email id. Now open another tab ...
You can set this up using Zoho Campaigns - https://campaigns.zoho.com Here are some resources to help you set this up. - Grow your Mailing List with Campaign Forms Zoho Campaigns Course - Creating and Sending your First Campaign Downloadable E-Books ...
You can set this up using Zoho Campaigns - https://campaigns.zoho.com Here are some resources to help you set this up. - Grow your Mailing List with Campaign Forms Zoho Campaigns Course - Creating and Sending your First Campaign Downloadable E-Books ...
Please follow the steps below to enable the Copy Database option: Login to Zoho Reports. Open the database which you want to be copied to the other account. Open a table in the database and share it to the recipient email id. Now open another tab ...
Problem: I am trying to attach documents to the email signatures from Zoho Docs, but when I click attachments it only goes to my desktop on my computer and doesn’t give me the option of being able to pick documents from Zoho Docs or Documents in CRM. ...
Problem: A contact sent and email to an email address that has been set up as an 'Organisational Email' in CRM. They sent me an email to this address however I can not see this email when I go to the Contact record in CRM. Why is this? Answer: ...