From within your ZOHO CRM there is the ability to send
emails to your Contacts and Leads if you have the email add on set up and
integrated with your email account. This will also allow you visibility of all email
communications within specific records, provided they exist in the CRM as a
unique record
1. How to email from the CRM
a. Open the Contact or Lead Module
b. Click into the record that you would like to email
c. Select Send Email
d. Add the email Content or select Choose Template if
utilising a previous template that has been created
e. Click Send
2. How to email multiple records from the CRM
a. Open the Contact or Lead Module
b. Select all records that you wish to email by ticking
the checkbox next to the records, or by selecting the checkbox at the top to
select all
c. Click the Send Email option from the top of the list
view
d. Add the email
Content or select Choose Template if utilising a previous template that has
been created
e. Click Send
3. Setting up an Email Template
a. Go to Setup > Customisation > Templates
b. Select New Template
c. Select the Module that you will be emailing the
template from
d. Select a Template from the selection of pre-formatted
templates provided or select a blank template
e. Name your template
f. Enter a Template description
g. Customise the template as required using the tools
provided
h. To add a merge field type # and select the field from
the drop-down list. Once selected the template will pull the information from
that field in a Contact record through to the email automatically when sending