How can I filter the leads or contacts for whom an email was sent from my CRM this week?
Click on the Email Status filter in the smart filter which is available in the Leads list view. Go to Sent mails, specify the criteria as This Week and click on Apply Filter.
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I have integrated Zoho mail with CRM, and created a filter for emails from leads and contacts to be sent to a separate folder. I have created other filters too, but emails don't go to those specific folders. How can I solve this?
When you're using multiple filters, you may have problems with the ordering of those filters, and the conditions in some filters may also be conflicting with others. An easy way of avoiding this is by defining a 'ToMe' filter, which will ensure that ...