How can I configure Zoho mail add-on?
While configuring Zoho Mail Add-on, you can either share the customer emails with other users (Public) or keep them personal (Private) in your Zoho CRM account.
To set up a private email account:
- Log in to Google Apps.
- In the Google Apps Dashboard, select the Google service.
- Click Zoho Recruit from Google's universal navigation.
- In Zoho Recruit, click Setup > Apps & Add-ons > Google Apps > Zoho Mail.
- In Zoho Mail Add-on page, select Private Account option.
- Select a mailbox to configure within Zoho Recruit.
- Click Save.
To set up shared email account:
- Log in to Google Apps.
- In the Google Apps Dashboard, select the Google service.
- Select Zoho Recruit from Google's universal navigation.
- In Zoho Recruit, click Setup > Apps & Add-ons > Zoho Apps > Zoho Mail.
- In Zoho Mail Add-on page, do the following:
- Select the Share Email option.
- Select the mail box.
- Enter your Google Apps password.
- Click Save.
Notes:
- After configuring your Zoho Mail Add-on as a shared account, you need to enable sharing option for each Candidate, Contact, or Job Opening.
- Even while configuring your Zoho Mail Add-on as private account, you can view emails of other users provided they have enabled.