Linking to deals in Zoho
- Open the deal record
- Click “Emails” in the left gray nav panel
- Click the drop down to the right of the related email list and select any emails associated with this deal
- Click the “…” menu next to the email subject line
- Select “Change” or “Unlink”
Learn more about Zoho Mail, plus other Zoho products
Whether you’re thinking about signing your business up for Zoho Mail, you signed up recently, or you’ve been using Zoho Mail for a while, you may have questions about all of the features available and the potential of Zoho Mail. At Marks Group Live, our Zoho experts can teach you everything you need to know about using Zoho’s email platform through our live videos, one-on-one support sessions, webinars, and more.
But it’s not just Zoho Mail that you’ll learn. With all of the Zoho products, apps, and services available, there is an abundance of information to learn about Zoho, all of which can help you be more organized in your business and operate your business more efficiently. We also offer an affordable pricing plan that your entire company can share. If you’re not ready to commit to a Zoho training membership just yet, that’s perfectly okay, too. Become a member of Marks Group Live today!