How To Configure Zoho CRM Email Properly

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  • Опубліковано 12 лис 2024

КОМЕНТАРІ • 40

  • @luabella_
    @luabella_ 10 місяців тому +2

    Underrated video. I appreciate it soooo much. I am still lost on the DNS, I always struggle with that. Your email shows the importance of confirguration. I will definitely need to do this. Bravo Lior!

  • @michellevesque5113
    @michellevesque5113 4 роки тому +5

    Thanks for fixing my emails Lior!! Now when I send my wife an email. it doesn’t go to junk folder! Happy wife happy life!!

  • @Channel-k8x
    @Channel-k8x 8 місяців тому +1

    How to setup email relay? where to find server and how to Authentication can be done
    please help me

    • @smallbusinessautomation
      @smallbusinessautomation  8 місяців тому

      email relay is depended on the smtp service that you are going to use. this is more technical and therefore i decided not to do a video about it. i think it will confuse people more than help them.

  • @thecrudepodcast5907
    @thecrudepodcast5907 6 місяців тому +1

    Good stuff Lior!

  • @traumaofmoney
    @traumaofmoney 2 місяці тому +1

    Done all authentication and email relay but my emails from my brand new domain still go to junk/ spam folders what can I do?

    • @smallbusinessautomation
      @smallbusinessautomation  2 місяці тому +1

      Email me your domain name. I can check a few things for you (no charge). success@amazingbusinessresults.com

  • @Luis-ph4gy
    @Luis-ph4gy 2 роки тому +2

    Thanks Lior, That was an amazing video. I understand the first part SPF and DKiM . But Can the email relay be setup directly if I have my email sever withing C-panel? Do I have a separate email server to set this function? Will these problems disappear if I move to Zoho email platform? Thanks for your help!

  • @oceangirl18
    @oceangirl18 2 роки тому +2

    Hi Lior! I came across this video and I'm not sure if you can help. First, I am also in Toronto ; )
    In any event, I'm hoping you can answer my inquiry.
    I'm logged into my cellular, however, I'm not sure why I'm not receiving any SMS messages (with OPT verification) to allow me to log into my laptop. I've been receiving all other SMS. Is there another way I can get access without the OPT verification code being sent by SMS.
    I've done different things (ie ejecting SIM card, rebooting, cache, Message settings...) with no success.

  • @HoneyBoyGamer
    @HoneyBoyGamer 2 роки тому +2

    Hey Lior. I have a IT Support ticketing system for our company and I am trying to find a way to create a rule plus add in an alert that gets triggered once that rule is validated. For example, any contact/email is from John, Lisa and Greg (once they create an IT ticket that gets sent out to me and others in IT), I want to be able to get an alert stating this a Report Request as an example, I have mocked up some validation rules and alerts but doesnt seem to come through as an email (the alert), which is frustrating. Thanks!

    • @smallbusinessautomation
      @smallbusinessautomation  2 роки тому

      From what i understand its a simple workflow based on the to email address and the action is an email notification. Jump to one of the Q&A sessions if you have access to them. This is the Q&A link if you have access to it: www.liorizik.com/courses/weekly-zoho-one-q-a-live-sessions

  • @RoadSafety1
    @RoadSafety1 4 роки тому +1

    :( I did'nt found you screen in may email account. :(((
    I have in Control Panel only:
    Dashboard
    Domains
    User Details
    User Access
    Groups
    Privileges
    Mail Administration
    Mail Storage
    Allowed IPs
    SAML Authentication
    Password Policy
    No Channels or deliverability... :(

    • @smallbusinessautomation
      @smallbusinessautomation  4 роки тому

      It can be due to permissions or a different zoho license. Please call zoho support and check with them. It’s hard to support using a UA-cam comment box

  • @gemloson
    @gemloson 3 роки тому +1

    i do want to configure my CRM - want to make my email must go on their inbox. how can you help me

    • @smallbusinessautomation
      @smallbusinessautomation  3 роки тому

      I have a few videos on the channel that show how to avoid the spam folder. I do not remember which video but it’s few

  • @cassidybeaton5602
    @cassidybeaton5602 3 роки тому +1

    Hi which video must I view please. You have too many videos.

  • @uzantal
    @uzantal 3 роки тому +1

    I am using office 365. if i wish you to help me with the email configuration... there is any info you need besides my password?

    • @smallbusinessautomation
      @smallbusinessautomation  3 роки тому

      I saw you want to take the course. It will be in first 3 lessons. No need to hire me to do it.

  • @mikeprenesti5947
    @mikeprenesti5947 3 роки тому +1

    I use an email issued by the company I work for. They told me that they are unable to provide me with some of the information needed to do the steps you outline in this video. We use Outlook and have a Microsoft Office 365 account. Is there a way to connect my email?

    • @smallbusinessautomation
      @smallbusinessautomation  3 роки тому

      It’s common with brokerage style. I see it all the time with real estate, financial institutions and insurance companies. It will be great if you can use your own domain. Some companies allow agents to use their personal domain. For example Lior@liorizik.com

    • @mikeprenesti5947
      @mikeprenesti5947 3 роки тому

      @@smallbusinessautomation I have often thought about this but the mortgage industry is so regulated so it may not be possible.

  • @johnabraham8034
    @johnabraham8034 3 роки тому +1

    Hello, I would need your support to set up email in my CRM.

    • @smallbusinessautomation
      @smallbusinessautomation  3 роки тому

      Pls book a free 15 minutes consultation here: calendly.com/d/wrzg-gpm8/intro-meeting-with-amazing-business-results

  • @werscom792
    @werscom792 2 роки тому +1

    Your are a great knowledge ship, thanks, subscribed

  • @janellefarina1880
    @janellefarina1880 3 роки тому

    I’m having a hard time adding the records you said to add in order to authenticate. How do I add the two records I don’t see an option to do that?

    • @smallbusinessautomation
      @smallbusinessautomation  3 роки тому

      Pls try to connect with your hosting company. They would help you had part of your hosting fees.

  • @uzantal
    @uzantal 3 роки тому +1

    Hi Lior, how can I tag you as a business partner to get the 50% discount for your course?

    • @smallbusinessautomation
      @smallbusinessautomation  3 роки тому

      Hey Tal, pls check this page www.amazingbusinessresults.com/zoho-partner/ pls dont remove an existing partner (if you have) and join us just because of the discounted course.

  • @koschar185
    @koschar185 2 роки тому +1

    I changed domain and after that i cant send emails only to @gmail its anything i can check?Thans for support

    • @smallbusinessautomation
      @smallbusinessautomation  2 роки тому

      Pls check with zoho support. It’s hard to debug a problem from a UA-cam comment box

  • @xxafxx
    @xxafxx 2 роки тому

    You ruined the whole video by showing yourself in the video