Zoho CRM: How can I set up an Email Account to Share All Customer Emails with Other Users?

You can set up an email account to share all customer emails with other users by following the steps given below:

  1. Click Setup > Apps & Add-ons > Zoho Apps > Zoho Mail.
  2. In Zoho Mail Add-on page do the following:
    • Choose the Mailbox that you want to configure within Zoho CRM.
    • Choose the Account with complete sharing option.
    • In the Exclude Domains field, specify the Email domains to be excluded from sharing.
  3. Click Save.