Is it possible to filter messages based on the specific word or phrase in the body of the email?
You can filter messages based on the content in the body of the email. Read more about condition-based filters here.
Related Articles
Using Plug-in for MS Word
Zoho CRM Plug-in for Microsoft Word allows you to create mail merge documents in Microsoft Word and also from Zoho CRM. You must execute specific operations in both Microsoft Word and Zoho CRM: Microsoft Word Operations Zoho CRM Operations Microsoft ...
MS Word Plug-in - An Overview
The Zoho CRM Plug-in for Microsoft Word is an easy-to-use productivity tool to create mail merge documents on-the-fly. It allows you to create mail merge documents in MS Word using Zoho CRM data or from Zoho CRM using MS Word template. The mail merge ...
Installing the MS Word Plug-in
System Requirements The basic system requirements to install the Zoho CRM Plug-in for Microsoft Word are below: Hardware x486 with minimum of 256 Mb RAM; minimum 10 Mb disk space Operating System Windows 7, 8, and 10 Software Microsoft Word 2010 / ...
Email Insights
Email, to this day, remains a primary mode of communication with the customer in any organization. When you send mails to several customers via a CRM, it becomes increasingly difficult to keep a track of each individual's activity on your email. Did ...
Can I filter leads and contacts based on their data processing basis?
Yes, you can filter leads and contacts based on their data processing basis.