A business email address is the most fundamental requirement for any kind of business communication. This guide will help you set up a business email account for your company with Zoho Mail. The process is elaborate but you can set up your account in 5 minutes if you follow the instructions...
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Understanding Email Relay and its benefits Email Relay allows you to route emails through your (company's) server while sending emails from Zoho CRM. Once the relay server is set up, the sent emails will follow a path like this: Zoho CRM -to- Relay server -to- Recipient. Sending em...
Hi ninza.business, This is the default behavior for all email channel tickets once email forwarding and From address verification are set up correctly. If you’re not seeing this behavior, send us some sample tickets at support@zohodesk.com, and we’ll look into it. Cheers, Shivani | Z...
“After searching a number of leading providers for setting up business in India, we have appointed NJP for setting up wholly owned subsidiary in India. NJP team has ensured smooth setting up of business and they are providing timely quality book keeping services and ensuring compliance with laws...
Setting up Email Sharing Permissions Emails exchanged with customers contain important information that may be required for reference by several other teams who are involved in the business process. For example, a contract agreement exchanged with a firm may be required by the legal team to prepare...
Setting up a customer portal To set up a customer portal: Navigate to the edit mode of the target application and click Settings on the bar placed at the top. Click Customer Portal option under the Users and Control section. If you haven’t confirmed your primary email address for your Cre...
If the total file size exceeds the limit, the form will not be submitted and the record will not be added in Zoho CRM. This option is available only in the Paid editions. Mark fields as mandatory Collect important information such as name, email address, mobile number, etc. from the ...
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While composing email, clickInsert Templateand choose your response from the list. The templates you create under your personal space are private to you with no access to your teammates. Setting up personal rules for automation 'Rules' let you automate actions that you might perform repeatedly. ...