In today's tutorial, I'm going to show you how to add emails to
your Zoho CRM account.
Hey everyone, Kasey here from clientric. In today's tutorial,
I will be showing you how to add your emails to your Zoho CRM
account. Now, in order to get started, you've got to log in,
we're gonna go to the Settings tab over here, and then under
channels, you can click email. Now in the default view, you are
going to go to this screen, which is basically allowing you
to configure your emails, it's pretty simple, you just have to
follow the steps. Now when you click get started, we're going
to be asked which email provider we'd like to use. So depending
on who you're using, we can use Office 365, Yahoo, Gmail or
other in this case, I already have a Zoho mail. So this is
going to be relatively easy and straightforward. But if I were
to click on Gmail, you can add it in. And I recommend doing the
IMAP option. And basically, it just asks you to log into your
Gmail account. So it's pretty straightforward from there. But
once we go back, we're going to click Zoho mail. And we're just
going to follow all of the instructions that it asks for.
So we just need to put in our name, email and password. So in
this case, I'm just going to put in Kasey Luft, I'm then going to
be putting in the email address over here. And finally, I'll
just be putting in the password. So once I click Continue, we get
a couple options here, we can actually choose to share
different emails with different individuals, so I can keep it
private. So only these email conversations are kept in my
inbox, and I can see them, we can share it with everyone
within the organization, or we have custom record level
sharing, which allows us to share specific emails with
specific people. So that's a lot more granular, a lot more
detailed, we're not going to do that. Generally, what we see
happen is people just want public, they want their sales
team to share their emails with everyone. So we're just going to
click that for now, we can also exclude some domains with this.
So let's say if you want to exclude internal domains with
your team, so you wouldn't want to track that you can put that
here or other domains. So I'm just gonna click Save. And we
actually see an error here. So this is good to know. So we need
to turn this IMAP account on in my Zoho mail. This doesn't
necessarily happen with other accounts, basically, we just
need to go in and we need to enable access for the IMAP. So
in order to enable the IMAP access, we first have to log
into our Zoho mail, then you're going to follow these
instructions right here to enable access. So if we go to
mail.zoho.com, and I'll log us in.
And now that we're here, we can actually go to the male
accounts, we're going to click on that. And we're going to go
over to the IMAP. And we are going to select IMAP access. So
this is basically it, I just going to save that gonna leave
all the other details, I just want to set it so I can access
it, I'm going to come back here and I'm going to try saving it
again. So it's going to authenticate and authentication
successful. So if you do run into that, err, just follow the
instructions in here and go to your settings and set I map
access to true. So now that we have that we actually have
everything done. So we now have an email configured with this
account. And our any emails that come into our mailbox are then
going to be tracked and added to any lead contact or accounts
that come in, that are associated with that email. Now
another way we can add email, his organization emails, so this
is actually a pretty cool one because it allows other people
within your organization to use your emails. So let's say you
have a general inbox, or maybe it's a combined inbox where you
have multiple people using one or maybe it's just, let's say, a
members at client rec.co or Hello at clan trick co where
it's just a general mailbox. So we can actually add that in here
by clicking the display name. So I am just going to put in
KC left because I want all of my users within the organization to
be able to use this email address. So I'm gonna put in
Casey at contract CO and then who can use this email, we can
set it to the administrator only or standard, which is any type
of security profile within the company. Most cases, you'll just
select both, so both can have access to it. And then you just
click Create. So now the confirmation email would be sent
to that individual and they just have to select Yes, I would like
to use this. And once it's confirmed, we can enter the code
here and use it in any emails that we send out. So if we were
to, let's say go over to a lead, and so we can also compose an
email once we get into the lead. And we do that by clicking this
button down here. This is a custom layout that I set up in a
previous tutorial. So bear with me here, but there is an option
in the regular style up here in the top right corner that just
says a big blue button that says send email. Now when we're in
here, we can select the actual user, we want to send the email
from up in this top left corner. If we had multiple organization
emails, it would be in there that we could choose, we can
also add different two addresses, we can add a subject
and of course, your body of your email. So it's just like an
email client, you can send it straight from here, it'll come
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hope this has been helpful and we look forward to seeing you in
our next one. Bye for now.