How do I access the Zoho CRM Contextual Gadget in my Gmail?
You can access the Zoho CRM Contextual Gadget in your Gmail by following these steps: - Click to open the Email message in your Gmail inbox. Zoho CRM's contextual gadget for Gmail will be a part of the message.
- Click Go to search if the email address of the sender exists in your CRM account.
- If the email address is already added as a lead or contact in your CRM account, you can view the details. You can also add tasks, notes and deals from within the email message.
- If the email address is not added as a lead or contact, you can add it to your CRM account. You can also add tasks, notes and deals from within the email message.
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Can I remove the Zoho CRM Contextual Gadget from my Gmail account?
No. At present, you can't remove the Zoho CRM Contextual Gadget from your Gmail account. However, you can install this extension in your browser. This will disable all contextual gadgets (including Zoho CRM and others) that appear in Gmail.
Why am I unable to view the Zoho CRM Contextual Gadget for Google Apps?
The Zoho CRM Contextual Gadget for Google Apps will be visible only if your Google Domain's Super Administrator enables the service. To enable the service: 1. Go to www.google.com/apps, sign in with your domain name and go to the Admin Console. 2. ...
Zoho CRM for Gmail & Inbox
Chrome Extension for Gmail enables you to communicate with your Zoho CRM account right inside your Gmail account. You can add new leads or contacts to your CRM Account and also add notes to your records from within Gmail. Installing the Extension To ...
Can I select an org if I install an extension from CRM Marketplace?
Yes, if you are part of more than one organization then while installing an extension from the CRM Marketplace you can select the org account to which the integration should be installed. Find below the behavior of multiple org accounts and ...
Can I use my Gmail ID to access Zoho CRM app on the iPhone?
You can access Zoho CRM using only the primary/secondary email address that you have registered. You can always change the primary email address to a Gmail address. Follow these steps to change the primary email address.