#ZOHO OUTLOOK ACCESS HOW TO#
#ZOHO OUTLOOK ACCESS SOFTWARE#
#ZOHO OUTLOOK ACCESS WINDOWS#

Save the vCard as a Contact in Outlook.

BCC Dropbox offers you an unique email address, specific to each CRM user.

In the Setup page, under the General tab, select Email Settings.

On the top right-hand corner of your Zoho CRM instance, select Tools and from the dropdown, select Setup.

#ZOHO OUTLOOK ACCESS HOW TO#

LetвЂ™s see how to set up BCC Dropbox for your Zoho Account: If the Lead/ Contact does not exist in Zoho CRM, a new Lead / Contact can be created based on how your BCC Dropbox is set up. Note: Only emails sent to your Leads and Contacts will be automatically pulled into your CRM account. All you have to do is add this unique email address to the BCC field of your customer emails and a copy of your email will be added to the recipientвЂ™s CRM record. In todayвЂ™s blog post, I would describe what is BCC Dropbox and how to activate BCC Dropbox in Zoho to automatically push your Outlook emails to Zoho CRM.Д«CC Dropbox provides an unique email address for each user in your Zoho CRM account. In an earlier blogpost, I had provided a detailed account on how to configure Zoho CRM Plug-in for MS Outlook. вЂ“ The solution: Integrate your mailbox with Zoho CRM.ДЇor Microsoft Outlook users, there are two commonly used ways of automatically adding your emails to Zoho CRM вЂ“ Would you sieve through your mailbox trying to remember where you left off? WouldnвЂ™t it be better to just look into the CRM and see at a glance all communication? WouldnвЂ™t it be more efficient to save all conversation you had with the particular contact in your CRM, to avoid such situations? Or what if you have left the organization and there is no track of your earlier conversation? Would your previous organization start the relationship building process all over again and flounder on the way? Now, 2 years later, they are back for further discussions. Suppose, the discussion with a prospect had matured enough but somehow the deal did not proceed. In such cases, it is of outmost importance that there is an inherent integration between your systems so that all your email conversations are in sync with the CRM. Many organizations still prefer using other email applications like Microsoft Outlook, Gmail, etc.

With Zoho Mail, all email conversations are present in one single place вЂ“ in your Zoho CRM and at any time you can easily access all information exchanged with any customer, potentials, vendor, etc.

#ZOHO OUTLOOK ACCESS SOFTWARE#

* No Servers, No expensive software and No Backup solutions.If you are using Zoho CRM in your organization, it is likely that you have evaluated Zoho Mail for your internal or external communication. * Take advantage of an Award-Winning, complete CRM solution * Have a complete grip on your communication with your contacts * Automate your Sales and Marketing with ease

Zoho CRM is simple to use, yet packed with features and advanced functionality that allow you to grow your business while having a single view of your customer interactions. Refer to the emails to create tasks and notes to keep your CRM always updated. Increase your ROI by entering timely and accurate information about your leads and contacts in your CRM system. Make the most out of your CRM investment. It's easy to use interface helps you see all the information when you need it. You can create new Contacts and Leads, and log calls, add tasks, events, allowing you to keep better track of prospective deals and customers.Д¬onvert leads to contacts, add, edit and delete notes, events, tasks, log calls with a contextual add-in. Instantly view customersвЂ™ contact information without opening Zoho CRM.

#ZOHO OUTLOOK ACCESS WINDOWS#

Why switch windows when you can manage your CRM from Outlook? Zoho CRM for email shows you a complete customer profile immediately upon opening an email from the customer. Lead and contact management inside Outlook Create deals, campaigns and notes for easy CRM management.Add tasks, events, log calls for a customer.See complete lead/contact detail when you open an email.Create new leads and contacts from Outlook.This add-in brings the benefits of a smart and powerful CRM system inside your Outlook mailbox making customer relationship management a simple yet effective task. Zoho CRM empowers organizations with a complete customer relationship life-cycle management software for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.

Zoho outlook access