When I send an email from my Gmail, will the communication get automatically updated in CRM?

• Related Articles

• When I create a new field in CRM, will it get automatically updated in Insert Merge Fields dialog?

  Article answer 27

• Can I notify customers when a request is updated with a particular status?

  Yes, you can notify customers when requests are updated with a particular Status. To achieve this, you can setup Workflow Rules and Alerts. Goto Setup > Workflow Settings > Workflow rule > Create new rule for Request module. Then create alert, Goto ...

• Why is my signature not populated in the email messages that I send from Zoho CRM?

  Article answer 465

• What are email snippets?

  Email Snippets in Zoho Mail ensure that important information from an email is highlighted at the top of email preview. In business scenarios, there might be emails containing information that needs to be highlighted and showed to the users.

• Understand your CRM Account

  Key CRM Terminologies In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Zoho CRM. You can refer to more such terms in the Zoho CRM's ...